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03/23/1994
citNj C CO AGENDA Wednesday, March 23, 1994 7:00 P.M. Closed Session - 6:00 p.m. South Coast Air Quality Management District Auditorium 21865 East Copley Drive Diamond Bar, California Mayor Gary H. Werner Mayor Pro Tem Clair W. Harmony Council Member Eileen R. Ansari Council Member Phyllis E. Papen Council Member Gary G. Miller City Manager Terrence L. Belanger Interim City Attorney Michael Montgomery City Clerk Lynda Burgess Copies of staff reports, or other written documentation relating to agenda items, are on file in the Office of the City Clerk, and are available for public inspection. If you have questions regarding an agenda item, please contact the City Clerk at (909) 860-2489 during regular business hours. In an effort to comply with the requirements of Title II of the Americans with Disabilities Act of 1990, the City of Diamond Bar requires that any person in need of any type of special equipment, assistance or accommodation(s) in order to communicate at a City public meeting, must inform the City Clerk a minimum of 72 hours prior to the scheduled meeting. Please refrain from smoking, eating or drinking in the Council Chambers. The City of Diamond Bar uses recyclea paper and encourages you to do the same. MISSION STATENZ14T Council meeting is the forum established its The City of Diamond Bar, its conduct the business of theCitybusinesses. s in a citizens, property owners, This has been done to assure that tof Council has chosen to conduct its business meetings televised, open forum t informed as to the tus all community members are kep objective to conclude It is the Council s by a reasonable City business. fish tonight's the business stated on the Toeaccomp agenda hour, which is 11:00 Council requests that: objectives, the City 1, public comments interest within of the Council, may be directed to items of ction the subject matter, jurisdiction which are not on this agenda. entsbe directed to the business items 2 Public comm on this evening's age There are to be no personal attacks toward 3. Council. against individual members of the attacks comments are viecouncild as pand will not be the entire City tolerated. There are to be no personal attacks from wed as 4. Such are Council, individual Council member. personal attacks from the ea ositive business which are not conduciana'°will not be tolerated. meeting environment; The Diamond Bar City Council appreciates your cooperation. Next Ordinance No. 1, CLOSED SESSION: 6:00 P.M- ending Litigation (G -C. May convene Di Diamond Bare Associates of City 54956.9) 2• CALL TO ORDER: PLEDGE OF ALLEGIANCE: ROLL CALL: 7:00 P.m - m ayor Werner ers Ansari, Papen, Council Memb Miller, Mayor Pro Tem Harmony, Mayor Werner �� is the time 11Public Comments to provide an 3, PUBLIC COMMENTS regular meeting agenda reserved on each req public to directly address the Opp to for members of the scheduled for consideration on ouncil on Consent Calends ad terns or matters of interest t to C 1 the public that are not al et a S e-111 ker's Card a T ere agenda. Fie, e ; vo�untarv) this ag _ the Clty Cou_ n_ cil' Items raised by individual Council - Direction may be given at 4. COUNCIL COMMENTS be scheduled for action at a members are fouCouncil ems may ion. this meeting future meeting* 5. SCHEDULE of FUTURE EVENTS: 1994 - 7.00 mmissionMarch 24, Brea Canyon 5.1 Parks & Recr ea park communityoCenter, 2900 S. p,m., Heritag- 9:00 a.m• Rd. - March 26, 1994 5.2 Hazardous Waste Round -up Center, 1300 Block of Bridge 3:00 P.M., Gateway A MD Gate Drive. 1994 - March 28, - 7:00 P -1(1-1Q 5.3 Planning Commission Copley Dr. - 7:00 ttee Auditorium, 21865 E. - March 29► 1994 5.4 General Plan Advisory Comm' e Park Community Center, 2900 S. Brea Canyon P.M. . Heritag AQP Rd. _ April 5, 1994 - 7:00 p•m•► 5.5 City Council Meeting 21865 E. Copley Dr. Auditorium, MARCH 23, 1994 PAGE 2 6. OLD BUSINESS: 6.1 GENERALC� CADVISORY ontinued fromCOMMITTErch 5,M1E994 RSHIP AND VOTING RIGH - Requested by M/Werner 6.2 ENGINEERING ASSESSMENT SERVICES CONTRACT FOR LANDSCAPING ASSESSMENT DISTRICT NO. 38, 39 AND 41 - Continued from March 15, 1994 - The City has an annual program for the maintenance of public improvements by special assessments upon lands within the City's Landscaping Assessment District No. 38, 39 and 41. To accomplish the workfiedf it is necessary to secure the services of a qu ali engineering firm. Staff has received and evaluated seven (7) proposals for such services. Recommended Action: Documentation unavailable .until Monday, March 21, 1994. Requested by City Engineer 6.3 BUSINESS RETENTION, ATTRACTION & DEVELOPMENT PROGRAM Conceptual approval of and continued action regarding a Business Retention, Attraction, and Development Program for the improvement and promotionoff business in the City. Continued from March 15, Recommended Action: It is recommended that the City Council give conceptual approval to an outline and action plan for a Business Retention, Attraction, aof Development Program for improvement and p business in the City. Requested by Asst. City Manager 6.4 MID -YEAR BUDGET ADJUSTMENTS - The City Council adopted the FY 1993-94 Municipal Budget, on June 15, 1993. On November 16, 1993, the City Council approved Budget Amendment No. 1. Continued from March 15, 1994. he Recommended Action: � endment No. recommended it is to the a FY t 1993-94 ty Council pp Municipal Budget. Requested by: City Manager 7. ANNOUNCEMENTS: 8. ADJOURNMENT: TO: FROM: ADDRESS: ORGANIZATION VOLUNTARY REQUEST TO ADDRESS THE CITY COUNCIL AGENDA #/SUBJECT: CITY CLERK P (�,1 L ! �✓ �' DATE: 3 -� �2 PHONE: �J t c._- I expect to address the Council on the subject agenda item. Please have the Council Minutes reflect my name and address as written above. ignature NOTE ALL PERSONS MAY ATTEND MEETINGS AND ADDRESS THE CITY COUNCIL THIS FORM IS INTENDED TO ASSIST THE MAYOR IN ENSURING THAT ALL PERSONS WISHING TO ADDRESS THE COUNCIL ARE RECOGNIZED AND TO ENSURE CORRECT SPELLING OF NAMES IN THE MINUTES. ANY PERSQN DESIRING TO ADDRESS THE CITY COUNCIL Upon recognition from the Mayor, please walk to the microphone and state your name and address and proceed to comment upon the agenda item you wish to discuss. Following discussion and prior to a vote, the Mayor will recognize any member of the audience who wishes to speak on the subject. You are welcome to attend all City Council meetings and your interest in the conduct of public business is appreciated. SS THE VOLUNTARYQ 4MDINTG TO AGENDA ITEM NO.C3 CIL DATE: TO: FROM: ADDRESS: ORGANIZATION: SUBJECT: C' Clerk 3s� q/71 have the I expect ect to address the Council on the subject agenda item. Please Council Minutes reflect my name and address as written above - Signature ove.Signature Council. This NOTE: All parsons may attend meetings and addre thatall h ity persons wishing form is intended to assist the Kayo, r in ensuring to address the Council are recognised and to ensure correct spelling of names in the Minutes. ANY PERSON DESIRING TO ADDRESS THE CITY COUNCIL Upon recognition from the Mayor, please walk to the microphone and state your name and address and proceed to comment upon the agenda item you wish to discuss. Following discussion and prior to a vote, the Mayor will recognize any member of the audience who wishes to speak on the subject. You are welcome to attend all City Council meetings and your interest in the conduct of public business is appreciated. ****************************************************************** * Those who wish to speak on agenda subjects -scheduled as * public hearings or discussions may complete voluntary * Speaker's Cards at the desk of the City Clerk. * * * Council rules call for each speaker to limit remarks to * five (5) minutes. * * * The audience is requested to be seated in the Council * Chambers. Standing or obstructing of aisles is pro- hibited. Thank you. * * ****************************************************************** INTEROFFICE MEMORANDUM Honorable Mayor and Members of City Council TO: /� Terrence L. Belanger, City Manager FROM: _ Number 2 RE: FY 1993-94 Municipal Budget Amendment DATE: March 10, 1994 gid; The City Council adopted the Fiscal Year 1993-94 General on June 15, 1993. On November 16, 1993, the Municipal Budget, The following is City Council approved Budget Amendment No. 1• the recap of proposed Budget Amendment No. 2. ted FY 1993-94 Municipal Budget contained an estimated The adop $8,432,345 in estimated $8,662,900, in General Fund BudgeteAmendment No. 1 adjusted General Fund expenditures. enditures to 600 and estimated exp tGeneral estimated revenues to $8,8��endment No. 2 would adjust $8,579,585. proposed Budget804,900 and estimated General Fund Fund estimated revenues95$10, expenditures to $9,644,8• of The dramatic difference between the proposed estimates d the result revenues and expenditures, i� Nodgita�esu�bstantiallyand those estimated in Budget Amendment there is an increase in of several factors. on the enrevenue $side, which is the result estimated property tax allocation agreement, between of a recently approved property eles. There is the City of Diamond easeaofand the $503,000ointy ofrevenues intheform of an estimated i Environmental transfer reimbursements related to the Stile °therelisral$329,i00 transfer Enhancement Program Grant. Finally, al services ($225,000)► 0 into the General Fund from the Reserve Fund spec al legs relate 000), extraordinary expenditures for special services ($70, partial, temporary funding of County library 14,500), and activities related petition verification charges rials Recovery Facility ($20,000). to the proposed Industryfrom Safety 45,000) $138,000 is being transferred in ni g estimated increase in and Gas Tax ($93,000). Th sults from changes to several revenue account revenues re estimates. proposed Budget Amendment The expenditure increasethe dn esultOfseveral factors. There is No. 2 are substantially an estimated expenditure of $503,000 related to the Environmental osed to pay for special legal services. Also, $70, Enhancement Program Grantotalherrops an additional $225, appropriation ($345,000 t000 is proposed to pay for two added days s of services ($60,000) and for adult and ettaori en Checking• library 14,500 is for recall p materials ($10,000). $ BUDGET AMENDMENT NO. 2 MARCH 10,. 1994 PAGE TWO Additional funding ($20,000) has been allocated related to for professional consultant and community action activities, continuing opposition to the proposed Industry Materials Recovery Facility (IMRF). Other proposed changes include: The increasing of vegetation control ($15,000) and tree trimming ($40,000) allocations Increasing the crossing guard services allocation ($5,000) Contracting with DBIA-D.FY.IT ($7,500) and Future America ($5,000) to provide a unique and creative programs to community youth as alternatives to substance abuse and other influences, which place young people at risk (attachments). Purchase of vertical banners/brackets ($4,000) Funding the graffiti reward program ($5,000) Increasing the allocation for General Plan preparation activities ($35,000) Allocations for membership in the San Gabriel Valley Commerce and Cities Consortium and the Local Government Commission ($8,000) Increasing of the allocation for traffic control isservices contracted by Calvary Chapel ($20,000). There a related $20,000 revenue off -set. Increasing of the allocations and reallocating expenditures for several Public Works activities: Inspections $30,000 (service fees revenue offset) Parkway Maint. $133,000 (Gas Tax reimbursed) Sidewalk Repair ($43,000) reallocated to Parkway Maint Curb/Gutter ($50,000) reallocated to Parkway Maint Personnel Recommendations: 1. The FY 1993-94 Municipal Budget included an allocation for salary and benefits increase for City employees. A decision regarding the salary/benefits increase was deferred, until the impact of actions then being taken by the State legislature could be better understood. As it turns out, the State's fiscal shifts had little impact upon new cities (post Prop. 13 incorporation) such as Diamond Bar. BUDGET AMENDMENT N0. 2 MARCH 10,1994 PAGE THREE the recent property tax allocation agreement, 1, Also, has further strengthened the already with the County, enjoys, both in strong financial position that the City annualized revenues versus expenditures and reserve funds. Therefore, it is recommended that the recommended a 3.5% salary/benefits increase be approved, as a part of this Budget Amendment. 2. The FY 1993-94 Municipal Budget included the recommendation that three positions be reclassified: Engineering Technician to Assistant Civil Engineer; Planning Technician Assistant Planner; Administrative Analyst The FY 93-94 Budget included the allocationsneressary to effect the reclassifications. For the samestated above, the decision regarding the it is reclassifications was deferred. Therefore, recommendeasthat the ofthree thisreclassifications AmendII►ent.be approved, Part 3, The FY 1993-94 Municipal Budget includes allocations for the City Newsletter/Recreation Brochure, Economic Development informational/educational media, solid Waste informational/educational material, General Plan educational media, Industry Materials informational/ educational media and Recovery Facility informational/ other similar public information/educational media. It is important for the City to communicate clear rthat n to the public. It has become increasingly there is a need to reconsider themanner and in which such communication media is created, produced distributed to the various publics the media is intended to reach. Consequently, it is recommended that the City Council approve the addition of a full time employment p osition, which would supplant the need for consultants for a variety of inform ationaiFdla: new geneeraleplanlid waste, and other similar economic development, g for this position informational pieces. The funding budgeted would come from the reallocation of already economic monies in the areas of newslettermee� development, solid waste, IMRF, part-tiosition would be administrative intern. The proposed p classified as a Community Relationsannuall$38�los.88). monthly salary would be $3,175.74 annual $12,240). Benefits would be $1,020 per month ( The cost for th Total enbbalance ofnFYt1993-941 would $be�$14,700. BUDGET AMENDMENT NO. 2 MARCH 10, 1994 PAGE FOUR Gas Tax: This Budget Amendment recommends the allocation of $83,000 to the newly consolidated Parkway Maintenance account. The amount proposed allocates the $43,000 for transfer to the General Fund to fund the Sidewalk Maintenance account that was approved in the FY 1993-94 General Fund Budget. Also, an increase in allocation of $40,000 is recommended, for parkway maintenance, curbs, gutters and sidewalk repair. An additional $10,000 is proposed for Inspections, which are not project -related. Budget Amendment No. 2 formalizes the previous allocation of $154,000 to the Capital Improvement Fund, elated to the Golden Springs Road Resurfacing Project. A total of $247,000 will be allocated from the unappropriated Gas Tax Reserves of $652,531, which would result in.an unappropriated reserve of approximately $405,531. Air Quality Fund: Budget Amendment No.2 allocates $7,500 to fund the second and final payment for the City's pro -rata share of the preparation of the Air Quality Element. This is a contractual obligation through the East San Gabriel valley Joint Powers Agreement. The resulting unappropriated reserve would be approximately $31,344. Park Fees Fund (Quimby Act): Budget Amendment No. 2 reduces the estimated revenue amount by $250,000. This is the result of approved subdivision map conditions not being met, during FY 94. The revised anticipated revenues is $100,000. The estimated fund total is $294,187. Traffic Safety Fund: Budget Amendment No. 2 revises the estimated revenues from $30,000 to $75,000. The estimated $45,000 increase in revenues is due to actual experience related to the levying of traffic fines by the local Courts. Proposition C Fund: Budget Amendment No. 2 would increase net revenues by an estimated $150,000. The estimated Prop. C annual revenues are being reduced from $520,000 to $400,000, which is a reduction of $120,000. This is due a lesser amount in sales tax revenues within the County, ich tax is the revenue source for Prop. C. The Fund will receive a $270,000 grant from LAMTA, for Grand Ave. traffic signal synchronization. The City will match the amount of the synchronization grant out of Prop C monies. BUDGET AMENDMENT NO. 2 MARCH 10, 1994 PAGE FIVE • Although Budget Amendment itis does Proposition A Fund• not recommend the sale of Proposition A Funds, important to note that seercforitieeach Proposithave ismuch Proposition as $.65 in General Fund dollars dollar. The Council may wish to consider this type of possible funding source for short-term The transaction as a P library services enhancement. activities; for example, 000. Prop A Fund has an estimated reserve balance of $806, This Budget Amendment allocates monies for the purchase of ($5,500) and the Diamond Ride Shuttle surplus transit vans olink-Industry ed. ($20,000) that was utilized, when Metr It is recommended that a transit andrail passwoubdlbe 20$ program be established. Theproposed an for general public and students and 50% for se fees,cors and handicapped. Based upon current monthly p estimated $80,000 wowd bn00)d150 ridersannually inaeachlofethe ($5,000) and subsidize($75,0For the balance of FY 93-94, three categories of ridership. $16,750 is proposed if this subsidy program is implemented, to fund it. Traffic Mitigation Fund: Budget Amendment Nringsr�riveiles the funding sources related to the Golden CeasSa funding source Resurfacing Project. Instead of Prop ($154,000), Gas Tax has been utilized to fund the $154,000 which was budgeted from Prop C monies. capital Improvement Fued�Feesdreveget nuesdOfn$102,400. Theses an increase in Develop improvements signal on revenues onCut-off,off�,erelatedd for rtofacproject located outside of Brea Cany the City. Development Block Grant Funds Budget Amendment Communityshit of No. 2 reflects thhasf an allocation of $10W143 for senior operating Supplies 857 programs and Professional Services is innity Gro by (total $5,000). The Contributions -Community ) Although allocation is reduced by $11,000 (total $48,500 the City not a part of the City's CDBG Program actitivities, has agreed to participate in the L.A. County Commu Development Commission's CDBG funded property rehabilitation program. BUDGET AMENDMENT NO.2 MARCH 10, 1994 PAGE SIX integrated solid Waste xanagement No. 2 recommends the reduction of amounts in this fund, due to the of the Asst. City Manager's time Fund to the ISWM Fund. Fund: Budget Amendment salaries and benefit removal of the allocation ($26,500), from the General This Fund provides for the administration of the City's solid waste management activities and the implementation of programs recommended in the City's SRRE (Source Reduction and Recycling Element). Currently, consultants and staff are engaged in the implementation of residential sector programs: multi -family recycling, on-site composting, public education/information and monitoring. Commercial sector programs being implemented include: at -source recovery/recycling, representative waste audit, education/information and monitoring programs. The costs associated with these programs are already a part of the FY 93-94 Integrated Waste Management Fund (attachment). CITY OF DIAMOND BAR GENERAL FUND ESTIMATED REVENUES 1993-94 property Taxes: 1,183,000 927,600 2,110,600 LA Cty Lawsuit Settlement Current Secured 91,000 91,000 Current Unsecured 0 Supplemental Roll 0 Prior Year Property Taxes 0 Misc. Property Taxes 0 Interest, Pen. & Del. 1,274,000 927,600 2,201,600 Other Taxes: 2,200,000 2,200,000 Sales Tax 150,000 150,000 Transient Occupancy 615,000 615,000 Franchise 60,000 60,000 Property Transfer 3,025,000 0 3,025,000 Subventions -State: 2,500,000 2,500,000 . Motor Veh-in Lieu 7,000 7,000 Mobile Home In -Lieu 0 Cigarette Tax 0 25,000 25,000 Homeowners Exemption 1,500 1,500 Off Highway Tax 2,533,500 0 2,533,500 Fines & Forfeitures: 6,000 4,000 10,000 Court Audit Adjustment General Fines 13,000 13,000 Impound Fees 5,000 5,000 False Alarm Fees 500 500 Budget Refinement Narcotics Seizure 2,000 2,000 New Program Graffiti Restitution 20,000 10,000 30,000 Budget Refinement Parking Fines 44,000 16,500 60,500 From Other Agencies 503,000 503,000 Env Enh Pgm-60 Fwy Proj Intergovt Rev. -State 0 503,000 503,000 Current Svc. Charges: Building Fees: 117,300 117,300 Bldg Permits 11,800 11,800 Plumbing Permits 18,200 18,200 Electrical Permits 8,500 8,500 Mechanical Permits 11,800 3 200 , 15,000 Budget Refinement Grading Permits 8,000 8,000 Industrial Waste Fee 19,500 19,500 Permit Issuance Fee 7,800 Inspection Fees 7,800 104, 500 500 104,500 Plan Check Fee 600 SMTP Fee Planning Fees: 15,000 15,000 Environmental Fees 1,000 1,000 Adv. Planning Fees 75000 75,000 Current Planning Fees , 0 Miscellaneous Permits Engineering Fees: 70,000 20,000 90,000 Line Item Adjustment Engr. Plan Check Fees CITY OF DIAMOND BAR GENERAL FUND ESTIMATED REVENUES 1993-94 Engr. Review Fees Engr. Permit Fees Engr. Inspection Fees Recreation Fees: Community Activities Athletics Fee Programs Contract Classes Special Event Fees Use of Money: Interest Earnings Returned Check Charges Rents & Concessions Sale/Printed Material Donations Miscellaneous Interfund Transfers -In Res. Fund Balance GENERAL FUND TOTAL 500 6,000 5,000 Line Item Adj., S. Refinemt 500 6,000 22,000 22,000 73,000 73,000 22,600 22,600 131,500 131,500 20,000 20,000 40,000 Calvary Chapel 804,600 8,200 812,800 200,000 200,000 200 200 5,500 5,500 5,000 5,000 3,100 3,100 213,800 0 213,800 816,700 138,000 954,700 Traffic Fines - $45,000 Gas Tax - $93,000 170,000 329,500 499,500 Sp Legal - $225,000 Library - $70,000 Elections - Recall $14,500 IRMF - $20,000 8,881,600 1922800 10,804,400 GITY OF DIAMOND BAR FY 93-94 MID -YEAR BUDGET AMENDMENT City Council Medicare Expense 001-4010-0085 450 160 610 Budget Refinement Membership & Dues 001-4010-2315 0 100 100 CEWAER, Josephine Inst of Ethics Publications 001-4010-2320 0 400 400 New Council Publications,NAFTA Publ 660 City Attorney Special Legal Services 001-4020-4021 120,000 225,000 345,000 Adnl Defense - Reserves Net Change - City Attorney 001-4095-2110 0 225,000 2,400 Budget Refinement City Manager 001-4095-2130 0 3,000 3,000 Budget Refinement Small Tools & Equipment 001-4030-1300 100 500 600 Time Clock Replacement Telephone 001-4030-2125 1,000 500 1,500 Budget Refinement Equipment Rent 001-4030-2130 200 200 Budget Refinement Net Change - City Manager 1,000 City Clerk Office Supplies 001-4040-1100 1,500 600 2,100 Budget Refinement - Minute Bks ,etc Small Tools & Equip 001-4040-1300 0 450 450 Time Clock Replacement Elections 001-4040-2390 35,000 14,500 49,500 Signature Verification -Recall Net Change - City Clerk 15,550 Finance Printing 001-4050-2110 1,000 500 1,500 Budget Refinement -Asset Tags Prof Svcs - Auditing 001-4050-4010 15,000 540 15,540 Line Item Adjustment Prof Svcs - Data Proc 001-4050-4030 15,000 (1,140) 13,860 Line Item Adjustment Cap Outlay - Computer Equip 001-4050-6230 0 600 600 Printer Replacement 500 General Govt. Benefits 001-4090-0080 500 500 1,000 Addni Unemployment Charges Office Supplies 001-4090-1100 8,000 (8,000) 0 Line Item Adjustment Operating Supplies 001-4090-1200 3,000 8,000 11,000 Line Item Adjustment Bank Service Charges 001-4090-2128 0 500 500 Merchant Chg-Credit Cards Rental Lease of Equipment 001-4090-2130 8,500 5,500 14,000 Telephones, Beepers, Folding Mch etc Maint of Grounds & Bldgs 001-4090-2210 7,500 6,000 13,500 Com Area Maint Ste #190, Increase Membership & Dues 001-4090-2315 18,500 8,000 26,500 Consortium Dues, Local Govt Comm. Employment Physicals 001-4090-2345 0 1,000 1,000 Post Offer/Pre-employment Requirmts Prof Svcs 001-4090-4000 30,000 6,000 36,000 Prop Tx Admin, Stratecon, Audio Visu, Office Equipment/Furniture 001-4090-6220 0 3,000 3,000 Pacesetter Equip, Workstation Misc Capital Equipment 001-4090-6250 0 1,050 1,050 Credit Card Processing Eq Net Change - Gen. Govt. 31,550 Community Promotion Operating Supplies 001-4095-1200 9,000 4,000 13,000 Entrance Sign Banners Printing 001-4095-2110 0 2,400 2,400 Budget Refinement Rental Lease of Equipment 001-4095-2130 0 3,000 3,000 Budget Refinement Graffiti Removal Rewards 001-4095-2360 0 5,000 5,000 Graffiti Reward Prgm Implementation Economic Development 001-4095-4260 25,000 0 25,000 Economic Development Pgm Net Change - Com Promotion 14,400 Planning Overtime Wages 001-4210-0014 2,000 2,000 4,000 Addnl due to General Plan Wages - Part Time 001-4210-0030 10,250 7,000 17,250 Addnl due to General Plan Medicare Expense 001-4210-0085 3,350 600 3,950 Addnl due to General Plan Office Supplies 001-4210-1100 1,000 500 1,500 Budget Refinement Advertising 001-4210-2115 2,000 3,000 5,000 Budget Refinement, Gen Plan Maintenance - Equipment Travel - Conf & Mtgs Education/Training Prof Svcs - Planning Prof Svcs - General Plan Prof Svcs - Environmental Net Change - Planning Parks Administration Overtime Operating Supplies Small Tools & Equipment Advertising Maint - Equipment Travel - Conf & Mtgs Professional Svcs Net Change - Parks Admin Heritage Park Maint - Grounds & Bldgs Misc. Capital Equipment Peterson Park Maint - Grounds & Bldgs CITY OF DIAMOND BAR FY 93-94 MID -YEAR BUDGET AMENDMENT UU 1-4"110-Z 130 500 500 1,000 001-4210-2200 500 200 700 0014210-2330 2,000 1,000 3,000 0014210-2340 0 500 500 001-4210-4210 20,000 (20,000) 0 001-4210-4220 33,000 35,000 68,000 001-4210-4240 25,000 20,000 45,000 10,400 Budget Refinement 50,300 001-4310-0020 001-4310-1200 001-4310-1300 001-4310-2115 001-4310-2200 001-4310-2330 001-4310-4300 001-4313-2210 001-4313-6250 620 800 1,420 4,800 2,000 6,800 1,500 (1,500) 0 0 100 100 1,800 200 2,000 200 500 700 4,000 (4,000) 0 5,000 (1,900) Future America Program Data Base Charges, Microfiche Rentl Code Enforcement Truck Maint Plnr Institute, Loc Gvt Com Conference Staff Seminars Line Item Adjustment Line Item Adjustment, Budget Refimmn MRF Study Maint Wkr Call -outs Line Item Adjustment, Budget Refmnt Line Item Adjustment Ads - Maint Wkr, Tiny Tots Co-ord Budget Refinement Budget Refinement Line Item Adjustment (see 4350) 5,250 (950) 4,300 Line Item Adjustment 3,200 950 4,150 Line Item Adjustment -Floor Buffer 001-4319-2210 4,000 200 4,200 Budget Refinement 200 Sycamore Cyn Park Contract Services 001-4331-5300 25,500 4,500 30,000 Landslide Repair Net Change - Summitridge Pk 4,500 Recreation Services Overtime 001-4350-0020 0 500 500 Budget Refinement Postage 001-4350-2120 250 100 350 Spring Brochure Mailing Professional Svcs 001-4350-4000 0 4,000 4,000 Line Item Adjustment (See 4310) Professional Svcs - Com Svcs 001-4350-4300 0 5,000 5,000 Future America Program Concerts in the Park 001-4350-5305 10,300 100 10,400 Budget Refinement Net Change - Recreation 25,000 9,700 Emergency Preparedness Library Services Contract Services 001-4355-5300 0 70,000 70,000 Library Funding - Two Days/Books Contr Svcs -Pkwy Maint 001-4555-5503 12,700 70,000 145,700 B Rfnmt - Gas Tx Reimb, Line Item Ad Law Enforcement 001-4555-5504 43,000 (43,000) 0 Line Item Adjustment Contr Svcs- Crossing Guards 0014411-5531 55,000 5,000 60,000 Budget Refinement -Traffic Safety Trsf Contr Svcs -Special Evts 0014414-5401 20,000 20,000 40,000 Reimbursed - Calvary Chapel Net Change - Law Enforcement 25,000 Emergency Preparedness Utilities 001-4440-2126 0 200 200 Electric - Communications Site Misc Capital Equipment 001-4440-6250 0 650 650 TV\VCR for EOC 850 Public Works Contr Svcs -Inspections 001-4555-5227 10,000 30,000 40,000 Gas Tax Reimb ($10,000), Rev Offset Contr Svcs -Pkwy Maint 001-4555-5503 12,700 133,000 145,700 B Rfnmt - Gas Tx Reimb, Line Item Ad Contr Svcs -Sidewalk Repair 001-4555-5504 43,000 (43,000) 0 Line Item Adjustment Contr Svcs-Curb/Gutter 001-4555-5505 50,000 (50,000) 0 Line Item Adjustment Contr Svcs -Vegetation Control 001-4555-5508 85,000 15,000 100,000 Budget Refinement CITY OF DIAMOND BAR FY 93-94 MID -YEAR BUDGET AMENDMENT 1ve[ Lonanyv - ruun%o wV Mw Environmental Enhancement Pgm Utilities 001-4556-2126 3,000 3,000 State Grant - 60 Fwy Project Contract Services - PW 001-4556-5500 500,000 500,000 State Grant - 60 Fwy Project Net Change - Env. Enh. Pgm 503,000 Net Change to General Fund Appropriations Total Revenues Total Appropriations Change in Fund Balance 1,075,310- 8,88J,600 1,922,800 10,804,400 8,569,585 1,075,310 9,644,895 CITY OF DIAMOND BAR FUND TYPE: special Revenue SPECIAL FUNDS BUDGET AMENDMENT FUNCTION: St Maint/Const 1993-94 FUND GAS TAX FUND FUND DESCRIPTION: The City receives funds from Sections 2105, 2106, 2107, and 2107.5 of the Streets and Highway Code. State law requires that these revenues be recorded in a Special Revenue Fund, and that they be utilized solely for street -related purposes such as new construction, rehabilitation, or maintenance. During FY 93-94, the City Manager is recommending that $2,645,600 be used for Capital Improvement Projects (see listing). In addition, $744,500 is to be allocated to the Public Works operations budget to fund street maintenance programs (see listing). All Gas Tax revenue is received in this fund and transferred as required per City Council direction. CAPITAL PROJECTS INCLUDE: Various Street Improvements 01494 Slurry Seal 185,000 01394 Brea Cyn Rd - South 200,000 05694 DB Blvd -Sidewalks 150,000 06494 DB Blvd -Rehab 650,000 06994 Pathfinder@Brea Cyn 160,000 07094 DB BVShCyn/FtnSpgs 165,000 07194 Gldn Spg a@Prospectors 125,000 07294 Gldn Spg@GIdn Prados 125,000 07394 Gldn Spg Q Carpio 125,000 2,000 Subtotal CIP Fund 800 06394 Grand Ave Overlay 300,000 Subtotal Grand Ave Fund 06194 Gkin Sprg Reconstr 460,600 Subtotal Trf Mit Fund - Gldn Spgs TRANSFER TO GENERAL FUND: Salaries & Benefits 65,000 PW -Operating Exp 46,200 PW -Engineering 1,000 PW Admin-Contr Svcs 92,800 Inspection 20,000 Street Sweeping 100,000 Road Maint 200,000 Pkwy Maint 145,700 Sidewalk Repair Crb/Gutter Repair Strping/Signing 40,000 Storm Drainage 8,500 Bridge Maint 4,000 Storm Damage 2,000 T & T - Operating Ex 800 T & T - Traffic 18,500 744,500 1,885,000 300,000 460,600 2,645,600 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET AMENDMENT FUNCTION Str Mai11 Const 1993-94 FUND #: GAS TAX FUND City Council Amended Amendment #2 City Council Amended Explanation ESTIMATED RESOURCES: $2,443,396 2550 Approp. Fund Balance $2,443,396 276,377 3171 Gas Tax - 2106 276,377 605,114 3172 Gas Tax - 2107 605,114 7,500 3173 Gas Tax - 2107.5 7,500 403,244 3174 Gas Tax - 2105 403,244 3610 Interest Revenue 60,00060,000 $3,795,631 $3,795,631 $0 TOTAL APPROPRIATIONS: 651,500 93,000 744,500 Increased Svcs., B. Refnmt 4915-9001 Trans out - Gen Fund 300,000 300,000 4915-9225 Trans out - Grand Av 306,600 154,000 460,600Golden Springs Reconst. 0 4915-9227 Trans out - Trf Mitgtn 1 600 4915-9250 Trans out - CIP Fund 1,885,000 652,5301 (247,000) 405,531 2550 Reserves TOTAL $3,795,631 $0 $3,795,631 GFB-FRIEDRICI-I & ASSOC., INC. CONSULTANT TO PUBLIC AGENCIES Water Resources • Infrastructure Planning Public Finance Districts February 18, 1994 Mr. David Liu Senior Engineer City of Diamond Bar 21660 East Copley Drive, Suite 190 Diamond Bar, CA 91765-4177 Subject: Proposal to Provide Assessment Engineering Services for the FY 1994-95, FY 1995-96 and FY 1996-97 Updates of Landscaping Assessment District Nos. 38, 39 and 41 for the City of Diamond Bar. Dear Mr. Liu: GFB-Friedrich & Assoc., Inc. is pleased to submit this proposal to provide assessment engineering services to the City Of Diamond Bar (City) for three consecutive fiscal years beginning with the FY 1994-95 update of the subject assessment districts. After discussing the project with you, it is apparent that the primary emphasis is to be placed on upgrading the quality of the previous reports without changing the method of spread or otherwise causing problems at the City Council level. Of further importance is the ability of the assessment engineer to lend technical support, and be an effective speaker, at public meetings. The maintenance to be financed includes landscape maintenance in public rights -of -ways and parks, including irrigation, mowing, trimming, disease control, etc. and maintaining appurtenant structures. Also included will be salaries for maintenance employees and/or contractors and the cost of requited tools, equipment and supplies. The current estimate of City expenses to be assessed in Landscaping Assessment District No. 38 is approximately $256,500, with approximately 17,100 parcels subject to the proposed assessment. We believe GFB-Friedrich to be the firm of choice for this assessment engineering assignment for the following reasons: ■ The Project Manager and Assessment Engineer will be Mr. John Friedrich, P.E. He will provide "hands-on" involvement as a principal in the firm. 6809 INDIANA AVENUE • SUITE 201 • RIVERSIDE, CALIFORNIA 92506 FAX (909) 781-8435 • (909) 781-0811 Mr. David Liu February 18, 1994 Page 2 experience in the East Los Angeles County ■ GFB-Friedrich has extensive Public finance exp Claremont Unified area, having recently provided services to the City of Claremont, School District and the City of Pasadena. ngineering during each of the ■ John Friedrich has taught a 30 -hour course in sse.on.ent e last three winter quarters at UC Riverside Extensiunderstands the political sensitivity of this assessment district but none ■ GFB-Friedrich and accu importance of providing documents that are not only controversial as well. perform GFB -Friedrich hformed several 1972 Act lease refer to the Related Experience ■ as AassesPsment district and continues o the annual updates for most of these districts. material provided in Exhibit "B" to this proposal. re required to update e of Work, Schedule and Project Fee nd a list of Related The attached material includes the Scop team, this Proposal takes into account the new or mire and ents the subject assessment districts. GFB -Friedrich's proposed project 7 r Experience is. also attach ed. ed b Additionally, the passage of SB 773 (1972 Act), SB 199 (B and time constraints imp Y SB 376 (Clean-up legislation). SCOPE OF W' QRK to our proud of the high level of service and responsiveness creat on of the FY 1994 95 GFB-Friedrich is p complete scope of services f Public Engineer's Re -port and .associated maps, attendance. at p clients. It is our intent to provide a compand placement of the data base, preparation of the Engthat the entire City meeting and public hearing, through confirmation of the assessments, assessments on the Los Angeles County tax rolls. It is our understanding ass boundary of Landscaping Assessment District No. 38 and that Landscaping is included within the boun Y ro ect specific. Following is aldu dates of eachtailed of the Assessment District Nos. 39 and 41 are p j P Act of 1972. to the Landscaping and Lighting m tion the spec! tasks that we propose to perform for three consecutive annu P assumption P prepared under the P aforementioned assessment districts, pursuant ed Project al the life of this This Scope of Services and the prsse sments above thedFY1993-94 1eve1 during that the City will not increase the as contact, which means that notices and the Public Meeting are not required. el Mr. David Liu February 18, 1994 Page 3 Scone of Services f Los Angeles 1. 2. 3. 4. 5. 6. 7 N. computer tae of property owner information rum Prepare request for comp P one tape will cover all three assessment County Assessor (to be signed by City). districts. "kick-off" meeting with City staff to obtain existing data and maps and to Attend k the City's expectations for these projects. In coordination fro 1 �nclusionitinthe each FY determine Y identify the works of improvement hich would be eligible 1994-95 assessment districtprogram- assin all of the m for each assessment district encom Prepare an assessment diagrap g property within each district. Hand enter data for defining districts, land use or other special requirements. nance a 10. With Citystaff), and incidental costs for Prepare an estimate for each assessment district'including .costs of annual mam e P operation and administration (in conjunction w inclusion in each Engineer's Report. will Engineer's Report for each assessment distrix of assessment, assessment ontain the ch Prepare an o description of proposed improvements, cost estimate, met o ncon consultants ies is each Engineer's roll, and assessment diagram. Submit to City staff and nbou conspultants for review prior to adopting the Resolution of intention. Submt two u Report. Prepare res olutions utilizing previously -used material and comparable resolutions in GFB- Friedrich's files. prepared to discuss the steps necessary to de -annex a portion of the Assessment Be prep as required. De -annexation proceedings will be District No. 38. Assist the City q considered additional work. Council meeting at which Resolutions of intthe Engn are adopted. At ineer's Reports will be Attend City date(s) will be set, and the g meeting, the Public Hearing presentation as necessary- . ecessary• ' preliminarily approved. Make p Engineer's Report to reflect any changes in the imprsubm t revvements ised Engineer'be s Amend Enb or incidental cond'otRr Pro project eamad sments as members prior to Public Hearing. Report to City a Mr. David Liu February 18, 1994 Page 4 meetin (s) at which Public Hearings are conducted. Make Attend City Council meeting (s) as required. s, provide, services to place is on the Los Angeles County tax Upon confirmation of each of the ri 972 Act assessment roroll and file the l the current fiscal year's assessme assessment diagrams with the County Auditor. e Coordinate with Cct consultants. ity staff, legal counsel, and other necessary proj 'on and meetings (three staff meetings are anticipated in addition o Project administration the two City Council meetings described above). 11 12 13. 14. Tasks and Information to be Provided b Others tion from Los Angeles County owner information form and provide a check for 1 Obtain computer tape of property Assessor's Office (GFB-Friedrich will prepare req required amount to expedite this task). -date, ma s, reports, resolutions and other data relating to the project. 2• Up -to d P reproducible, map of the City, suitable for photographing on mylar. 3. A P of improvements vide appropriate, input for estimates of maintenance and servicing 4_ Pro PP for inclusion in each Engineer's Report. 5 • Other consultants whose services are required to compfete the project. 1 documentation to meet CEQA requirements, if necessary. 6. Environmenta Mr. David Liu February 18, 1994 Page 5 PROJECT SCHEDULE the 19-72 Act as schedule that takes into account the requirements ct) fSB 1997 (Brown Following is our proposedy of SB 773 well as the recent requirements mandated b the passage on the first and third Act) and SB 376. This tentative FY 1994-95 schedule will be firmed uafter consultation wit City staff and legal counsel. This schedule assumes City Council meetings Tuesday of each month. ASAP Adopt Resolution of Initiation May 6, 1994 Complete and file Engineer's Report, on or about May 17, 1994 Adopt Resolution of Intention June 21, 1994 Conduct Public Hearing Submit assessments to L.A. County Auditor, July 15, 1994 on or about Submit corrected assessments, if any, to August 10, 1994 L.A. County Auditor, no later than KEY PERSONNEL experience. regarding the ever-changing needs of the Assessment district projects such as this require a project team with considerable exp The team members should be responsive and flexible City as this assessment district is updated. members to the City Of Diamond Bar GFB-Friedrich is pleased to commit ent district updatesing f for the completion of these assess proposed as the - Friedrich, is John Friedrich, P.E. ,President and General ManFriedrich has considerable experience in of G Mr. J Engineer. Mr. Project Manager and Assessment Eng articular) 1972 Act maintenance districts, from public finance districts, p y forming and updating p assessment confirmation and placement of assessments on the tax client l contact, assessment will initiation through confi quality, be responsible for overall project coordination, project at public hearings and meetings, and for bringing in the project on-time engineering, attendanceP and within budget. Mr. David Liu February 18, 1994 Page 6 r. Friedrich with field reviews and preparation of sessment s agrams will be Assisting M Mr. Scott Moore. Mr. Moore is a Designer/Drafter and has beena memberof the staff of Such duties GFB-Friedrich for the past four and one-half years. ated duties will be performed by Rapid Data, Inc., int maiof ntenance odfsownership data Computer-related Assessor's computer tape, m include the translation of the County of assessment spreads and rolls. Formed in 1962, of ects base, preparation of notices and generation essm Rapidbe in Data does all of the computer work for GFB-Friedrich's larger s charge of Rapid Data's (over 504 parcels). Ms. Marjorie Hollinger, Principal Owner, work. sisted by other engineers, designers, drafters and clerical staff The staff listed above will be as from GFB-Friedrich as required. An Organization Chart and Resumes of Key Personnel are included in Exhibit "A" to this proposal. RELATED EXPERIENCE GFB- A list of projects previously completed, with references and telephone numbers, by Friedrich is included in Exhibit "B," attached hereto. PROJECT FEE The proposed FY 1994-95 project labor fee for completing the tasks monthly inontScope Of ime and Work is 66 6�, 00.00. GFB-Friedrich proposes to invoice t revious month. Labor fees will f Hourly Rates, materials not -to -exceed basis for work completed during " dated August 1, 1993, and attached be based on GFB-Friedrich's "Schedule oprinting, binding, photo hereto as Exhibit "C. Parcel Map Reimbursable outside costs such as blueprinting, p s, and other duplicate my Lars, mileage, courier service, County fees, Assessor Sub-cons miscellaneous outside costs will be invoiced additionally at our ncost. nt (1()%). 1The esti such as Rapid Data, Inc. will be invoiced additionally at our cost plus Paid Data) p, We propose that budget for reimbursable outside costs is S80-0.00dea 1994 95 fee isd for ultant:-- is 2,004_00. Therefore the total prop 4 annually for a total three-year the total FY 1995-96 and FY 1996-97 fees also berL v� contact total of $-2$ Services outside of the Scope of Services given above will be invoicenoaddotomenceuwithou Exhibit "C," "Schedule of Hourly Rates." Such additional work shall prior written authorization from the City. Mr. David Liu February 18, 1994 Page 7 If the City wishes to alter the Scope of Services or the method of invoicing fees, we will be pleased to discuss such alterations. .CLOSURE GFB-Friedrich appreciates being given the opportunity tosubmi accepted, be pleased to We want very much to do this challenging work for you. If this proposalacceP enter into a formal agreement to execute the work. Sincerely, GFB-FRIEDRICH & ASSOC., INC. �#'�7 a JjohnA�.Friedrich President attachment: JAF: and Exhibit "All ORGANIZATION CHART CITY OF DIAMOND BAR. 1972 ACT ASSESSMENT DISTRICT UPDATES RESEARCH & MAPPING Scott J. Moore GFB-FRIEDRICH & ASSOC. CITY OF DIAMOND BAR City Council PUBLIC WORKS DEPARTMENT David Liu, P.E. Senior Engineer PROJECT MANAGER John A. Friedrich, P.E. GFB-FRIEDRICH & ASSOC. MENOW ASSESSMENT ENGINEERING John A. Friedrich, P.E. GFB-FRIEDRICH & ASSOC_ Utilize othered Staff as Requ GFB- RF IEDRICH & ASSOC. mmmmmmmm A-1 DATA PROCESSING Marjorie Holl nger RAPID DATA, IC- No February 18, 1994 JOHN A. FRIEDRICH, P.E., President GFB-FRIEDRICH & ASSOC., INC. Education California State University at Los Angeles - MSCE, 1977 California State University at Northridge - BSE, 1973 Professional Licences Registered Civil Engineer: No. 27861 - State of California No. 10451 - State of Nevada Professional Society Membership American Society of Civil Engineers American Water Works Association National Society of Professional Engineers Experience GFB-Friedrich & Assoc. - President, 1988 -Present Other Civil Engineering Consultants, 1979-1988 Amoco Reinforced Plastics Co. - Design Engineer, 1977-1979 Ameron Incorporated - Design Engineer, 1973-1977 Mr. Friedrich has specialized experience in forming and updating public finance district proceedings for public agencies in Southern California. He also has extensive experience in planning and designing water and sewerage systems for cities, counties, special districts and the federal government. Prior to forming his own firm, Mr. Friedrich was the Regional Vice President and Branch Manager for a large multi -office civil engineering consulting firm that specializes in public works and municipal engineering. Before that, he spent five years as a Senior Civil Engineer with a large civil engineering consulting firm with multiple offices and an international reputation in water and wastewater engineering. Mr. Friedrich's public finance district experience includes: ■ 1913 Act Assessment Proceedings • 1911 Act Bonds • 1915 Act Bonds • 1972 Act Assessment Proceedings • Mello -Roos Community Facilities District Proceedings and Tax Apportionment • Fee Districts ■ Standby Fees (Water and Sewer) ■ Special Taxes (Parcel Taxes) KIM JOHN A. FRIEDRICH Page 2 of 2 Mr. Friedrich has been project manager on numerous capital infrastructure projects including water transmission, distribution and storage; sewage collection and transmission; streets and roadways; storm water collection and transmission; and coordination of public utility installations. The types of projects des d coordination with related agencies, such as: flood control districts, cribed above requirerailroads, Caltrans, MWD, water quality boards, health departments, fire departments, public utilities, Department of Fish and Game, other agency departments, and overlaying special districts. Coordination with local land developers and their consultants, as well as local businesses was often required. Prior to entering the private consulting field in 1979, Mr. Friedrich spent 6-1/2 years in the pipe industry where he was responsible for the design, layout and estimating of concrete, prestressed concrete, pretensioned, cement - mortar lined and coated steel, and reinforced plastic mortar pipe and fittings for both domestic and foreign pipeline projects. These projects included water, wastewater, storm drainage and cooling water pipelines. Public agencies for which Mr. Friedrich has provided professional engineering services include: City of San Bernardino City of Rancho Cucamonga City of Claremont City of Victorville City of Upland City of Cathedral City City of Riverside City of Corona City of Moreno Valley City of Chino City of Palm Desert City of Pasadena County of San Bernardino - Office of Special Districts - Transportation & Flood Control Department - West Valley Regional Manager's Office County of Riverside - Economic Development Department Winton Water and Sanitary District (Merced County) Ortega Trail Recreation and Park District Beaumont -Cherry Valley Recreation and Park District Rim of the World Recreation and Park District Marine Corps Logistics Base, Barstow, CA (U.S. Navy) City of Newport Beach City of Ontario City of Blythe City of Banning City of Rialto City of San Jacinto Easter Municipal Water District Elsinore Valley Municipal Water District Murrieta County Water District Lee Lake Water District East Valley Water District Victor Valley Water District Santa Rosa Community Services District Agua Mansa Industrial Growth Association Moreno Valley Unified School District Claremont Unified School District Palo Verde Hospital District Other Activities Instructor, "Assessment Engineering" (30 hours), University of California at Riverside (UCR) Extension. Winter Quarter 1991 Winter Quarter 1992 Winter Quarter 1993 A-3 SCOTT J. MOORS, Designer/Drafter GFB_FRIEDRICH & ASSOC., INC. Education California Southern Law School, Riverside, one year completed Riverside City College, A.S., 1988 California State Polytechnic University at Pomona, completed two years of civil engineering education Trade Organtz?tion Member Inland Counties Water Association Excerience GFB-Friedrich & Assoc., Inc. - Designer/Drafter, May 1989 - Present Other Civil Engineering Consultant, August 1988 - May 1989 Mr. Moore has experience in the preparation and drafting of various types of civil engineering drawings, including: ■ Tentative Maps ■ Tract Maps and Parcel Maps ■ Grading Plans ■ Street Improvement Plans ■ Water and Sewer Plans ■ Storm Drain Plans ■ Assessment District Boundary Maps ■ Assessment Diagrams ■ Community Facilities District Boundary Maps He completed a series of courses in Autocad drafting at Cal State San Bernardino in late 1992. The above types of projects required the layout and drafting of title sheets, plan and profile sheets, detail sheets, section views, and vicinity maps. He has also become familiar with Assessor Parcel Maps from the local oties and often uses them in the preparation of tract maps and assessment diagrams. He is given the responsibility f or ign projects. He often assists doing utility research olo ate o Poling locations and by measuring the expcapital infrastructure desosed utilities. He also does most of the crews by helping them potholing coordination with engineers and agency staff of other projects occurring in the vicinity of GFB Friedrich's protects. Mr. Moore assisted in the preparation of specifications, bid documents and bid advertising for a variety of potable water, reclaimed water and sewer projects for several phases of the Horsethief Canyon Ranch Project in Riverside County where GFB-Friedrich was acting as a sub -consultant to another civil engineering firm. He has also been involved in virtually all of GFB-Friedrich's public finance district projects, which number in excess of thirty projects, by performing field research, office and computer coordination, calculations and mapping. A-4 FUND DESCRIPTION: This fund was established in FY 1991-92 to account for revenues received as a result of AB2766. fee to fund AB 2766 authorizes the imposion of itional motor vehiclevisions of thregistrae California Clean Air the implementation of air qualitymanagement plans and pro Act of 1988. City Council City Council Explanation Approved Amendment Amended ESTIMATED RESOURCES: 41,434 2550 Approp. Fund Balance 41,434 40,000 40,000 3315 Pollution Reduc Fees 1 0001,000 3610 Interest Revenue $82,434 $0 $82,434 TOTAL APPROPRIATIONS: 10,610 10,610 4099-0010 Salaries 150 150 4099-0070 City Paid Benefits 1,670 1,670 4099-0080 Benefits 110 110 4099-0083 Wkes Comp Exp 950 950 4099-0085 Medicare 1,500 1,500 4099-0090 Cafeteria Benefits 1,000 1,000 4098-2110 Printing 100 100 4098-2320 Publications 4098-4000 Professional Svcs 5 000 7,500 5,000 7,500 Air Quality Element 4098-5000 Contract Services 7,500 7,500 4098-6100 Vehicle Equipment 15,000 15,000 4098-6230 Computer Equipment 38,844 (7,500) 31,344 2550 Approp. Fund Balance _$82,434 $U $82,434 TOTAL PERSONNEL: 0.25 Asst to City Mgr CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET AMENDMENT FUNCTION: Park Improvemnt 1993-94 FUND P. 122 PARK FEES FUND FUND DESCRIPTION. Within the Subdivision Map Act of the California State Constitution is a requirement that developers either contribute land or pay fees to the local municipal government to provide recreational facilities within the development. This fund is used to account for the fees received. City Council City Council Amended Amendment #2 Amended Description ESTIMATED REVENUE: 2550 Approp. Fund Balance $188,187 $188,187 3456 Quimby Fees 350,000 (250,000) 100,000 Budget Refinement 3610 Interest Revenue 6,000 6,000 TOTAL $544,187 ($250,000) $294,187 APPROPRIATIONS: 9001 Transfer Out -Gen Fd 10,000 10,000 9250 Transfer Out-CIP Fd 88,500 88,500 2550. Reserves 445,687 (250,000) 195,687 Budget Refinement TOTAL $544,187 ($250,000) $294,187 CAPITAL PROJECTS INCLUDE. 07594 Park Sign Retrofit $30,000 07694 Bsktball&Tennis Ct imp 8,500 Various Park Improvements 50,000 $88,500 CITY OF DIAMOND BAR FUND TYPE: Special Revenue SPECIAL FUNDS BUDGET AMENDMENT FUNCTION: Traffic Safety 1993-94 1 FUND #: 110 TRAFFIC SAFETY FUND FUND DESCRIPTION: The City receives traffic fines levied by local courts. California Penal Code (section 1463(b)) requires that these funds are to be used for traffic safety purposes. These funds are recorded in the Traffic Safety Fund and then are consequently transferred to the General Fund for traffic safety purposes. City Council City Council Amended Amendment #2 Amended Explanation ESTIMATED RESOURCES: 3215 Vehicle Code Fines 30,000 45,000 75,000 Court Adjustment 3610 Interest Revenue 200 200 TOTAL $30,200 $45,000 $75,200 APPROPRIATIONS: 4915-9001 Trans out - Gen Fund 30,200 45,000 75,200 Court Adjustment TOTAL $30,200 $45,000 $75,200 CITY OF DIAMOND BAR AR HINDS NDS BUDGET 1993-94 PROPOSITION C FUND FtlMQ T"KPE: 'Special Revenue; >~�iNOT;IQN. Str I�I�intiConst . , li�%113 f)k: 1 {3 The City periodically receives additional ftre t-relatedfpu pState oses such as construction, ds from Los rehabilitation, Congeles unty. These funds must be must submit a project to the County for or maintenance. In order to receive these funds the City approval. Budgeted as a transfer to thGeneral Fund is $55,000 for pavement management and an additional $20,000 for contract engineering City Council City Council Explanation Amended Amendment #2 Amended ESTIMATED RESOURCES: $913,429 $913,429 2550 Fund Balance Reserve 520,000 (120,000) 400,000 Line Item Adjt Ref Adjustment 3112 Transportation Tax 270,000 270,000 Line Item Adjustment 3350 County Descrefionary Grant 3610 Interest Revenue $1,433,429 $150,000 $1,583,429 TOTAL APPROPRIATIONS: 75,000 75,000 4915-9001 Trans out - Gen Fund 620,000 620,000 4915-9250 Trans out - CIP Fund 738,429 150,000 888,429 Budget Refinement 2550 Fund Balance Reserve 1 583,429 TOTAL $1,433,429 $150,000 $ CAPITAL PROJECTS INCLUDE: $420,000 07494 Grand Ave Signal Synch. 200,000 06494 Diamond Bar Blvd Rehab $620,000 CITY OF DIAMOND BAR LFN TYPE: Special Revenue TION: Pub Tmslxxtn SPECIAL FUNDS BUDGET AMENDMENT #: 112 1993-94 PROP A FUND The City receives Proposition A Tax which is a voter approved sales tax override for public transportation purposes. This fund has been established to account for these revenues and approved project expenditures. Budgeted expenditures for this fiscal year include holiday shuttle, excursions, and transit services. ESTIMATED RESERVES: 2550 Fund Balance Reserve 3110 Local Trans Tx-Prp A 3610 Interest Revenue 3915 Transfer in/Gen Fd 4099-0083 TOTAL APPROPRIATIONS: 4090-7230 Contribs.-Other Govt 4099-0010 Salaries 4099-0070 City Paid Benefits 4099-0080 Benefits 4099-0083 WWS Comp Exp. 4099-0085 Medicare Exp. 4099-0090 Cafeteria Benefits 4360-2115 Advertising 4360-5310 CS-Exursions 4360-5315 CS -Holiday Shuttle 4360-6100 Automotive Equipment 4553-5500 Professional Svcs 4553-5528 Public Transit Svcs. 4553-5529 Pata-Transit Svcs - 4915 -9250 Trans out - CIP Fund 4915-9001 Trans out - Gen Fund 2550 Fund Balance Reserve 6,000 TOTAL PERSONNEL INCLUDES: Transportation Planner City Council Amendment City Council Explanation Amended Approved $493,830 Actual. Fund Bal @ 6/30193 $150,414 $343,416 (16,420) $483,580 Adjusted Revenue Est 500,000 $18,000 18,000 $668,414 $326,996 $995,410 51,600 51,600 600 600 8,150 8,150 500 500 800 800 6,000 6,000 500 500 25,000 25,000 25,000 5,500 25,000 5,500 Purchase of Vans 0 20,000 20,000 Diamond Ride 25,000 25,000 0 20,000 20,000 806,760 Fund Balance Ad! 505,264 $668,414 301,496 $326,996 $995,410 1.0 Beginning Fund Balance Prop A Funds Received Interest Income Funds Expended Ending Fund Balance PROPOSITION A FUND ANALYSIS 1988-89 1989-90 1990-91 1 1- 1992-93 1993-94** $0 $193,480 $352,893 $458,380 $530,793 $493,892 191,964 687,628 709,266 513,126 536,588 301,540 1,516 21,797 47,452 33,416 23,346 0 0 (550,012) (651,231) (474,129) (596,895) (41,797) $193.480 $352.893 $458.380 $530.793 $493,832 $753.635 *Current Fund Balance of $753,635 consists of : $301,540 - FY 1993-94 Funds $452,095 - FY 1992-93 Funds **As of 01/31/94 CITY OF DIAMOND BAR FUND TYPE: Capital Project SPECIAL FUNDS BUDGET AMENDMENT FUNCTION: Capital Project 1993-94 FUND #: 227 TRAFFIC MITIGATION FUND -GOLDEN SPRINGS ruivu WC01.01""r I wl . This fund was established in FY 90-91 to account for traffic mitigation fees received from developers. These revenues are to be used to improve traffic flow around and through major developments, such as the Gateway Corporate Center. CAPITAL PROJECTS INCLUDE: 06194 Gldn Sprgs Reconstruction $752,000 rrrrry ter, rr ♦ A Xr%A Tr D ♦ n _ __ - __ .. City Council Approved Amendment #2 City Council Amended Explanation ESTIMATED RESOURCES: 285,238 2550 Reserved Fund Bal 285 238 0 3466 Engr-Traffic Mit. Fees 0 3610 Interest Revenue 154,000 (154,000) 0 Correction to Previous BA 3915-9113 Transfer In - Prop C 20,000 20,000 3915-9255 Transfer In -S6821 306,600 154,000 460,600 Correction to Previous BA 3915-9111 Transfer In -Gas Tax $765,838 $0 $765,838 TOTAL APPROPRIATIONS: 752,000 Golden Springs Rehab 4510-6411 Street Improvements 752,000 0 4510-6412 Traffic Control Imp 13838 13,838 2550 Reserved Fund Bal $765,838 $0 $765,838 TOTAL CAPITAL PROJECTS INCLUDE: 06194 Gldn Sprgs Reconstruction $752,000 rrrrry ter, rr ♦ A Xr%A Tr D ♦ n _ __ - __ .. CITY OF DIAMOND BAR FUND TYPE: Capdal Project' SPECIAL FUNDS BUDGET FUNCTION: Capital Project 1993-94 FUND 0: 250 CAPITAL IMPROVEMENT PROJECTS FUND FUND DESCRIPTION: This fund was created to account for the City capital improvement projects which are not required to be accounted for in independent funds. The revenues in this fund will generally come from transfers -in from other funds and have been identified for specific capital projects. ESTIMATED RESOURCES: 2550 CIP Reserve-Traf Sig 3455 Developer Fees 3610 Interest Revenue 3915-9001 Transfer in -Gen Fd 3915-9111 Transfer in -Gas Tx 3915-9113 Transfer in -Prop C 3915-9121 Transfer in -Pk Grant 3915-9122 Transfer in -Pk Fees 3915-9123 Tmsfer in-Prp A Pks 3915-9125 Transfer in-CDBG 3915-9138 Transfer in-LLAD #38 3915-9255 Transfer in -SB 821 TOTAL APPROPRIATIONS: 4510-6411 Street Improvements 4510-6412 Traffic Control Imp 4310-6415 Park & Rec Imprmts 4510-6416 Landscape & Irr Imp 4215-6420 Municipal Bldg & Fac 2550 CIP Reserve-Traf Sig 2550 CIP Reserve-Str Imp TOTAL City Council City Council Amended Amendment #2 Amended Explanation 25,000 102,400 127,400 Fees Collected -Signal Impr 0 100,000 100,000 1,885,000 1,885,000 470,000 150,000 620,000 Grand Av Synch 0 88,500 88,500 1,610,000 1,610,000 167,580 167,580 0 60,000 60,000 $4,406,080 $252,400 $4,658,480 1,445,000 1,445,000 995,000 150,000 1,145,000 Grand Av Synch 1,783,100 1,783,100 0 182,980 182,980 102,400 102,400 Signal Imp - 57Fwy/Br Cyn 0 $4,406,080 $252,400 $4,658,480 CITY OF DIAMOND BAR LION pi al Project SPECIAL FUNDS BUDGET ; 250 1993-94 CAPITAL IMPROVEMENT PROJECTS FUND FY93-94 CAPITAL IMPROVEMENT PROJECTS INCLUDE: STREET IMPROVEMENTS: $185,000 01494 Slurry Seal (IV Phase) Gas Tax 01394 Brea Cyn Rd (South) 210,000 Gas Tax (200,000) SB 821 (10,000) 05694 D Bar Blvd Sidewalks 150,000 Gas Tax 06494 Diamond Bar Blvd Rehab 900,000 Gas Tax (650,000) Prop C (200,000) SB 821 (50,000) TOTAL STREET IMPROVEMENTS 61,445,000 TRAFFIC CONTROL IMPROVEMENTS: 06994 Pathfinder @ Brea Cyn Rd $160,000 Gas Tax 07094 DB BI/Shadow Cyn/Ftn Spgs 190,000 Gas Tax (165,000) Dev Fees (25,000) 07194 Gldn Sprgs @ Prospector's 125,000 Gas Tax 07294 Gldn Sprgs @ Gldn Prados 125,000 Gas Tax Carpio 07394 Gldn Sprgs @ Car P 125,000 Gas Tax 07494 Grand Ave Signal Synchr 420,000 Prop C (MTA) TR CONTROL IMPROVEMENTS $1,145,000 TOTAL PARK & REC IMPROVEMENTS: $1,470,000 06594 Pantera Pk -Design & Dev Prop A -Safe Pks 02494 Peterson Pk -Lights 140,000 Prop A -Safe Pks 06694 ADA Parks Retrofit 84,600 CDBG 07594 City Park Signage Retrofit 30,000 TYPE, capital CITY OF DIAMOND BAR LFUNCTION: Cap+ al Project SPECIAL FUNDS BUDGET 250 1993-94 CAPITAL IMPROVEMENT PROJECTS FUND 07694 Basketball & Tennis Ct Imp 8,500 Quimby Act Various Pk Improvements 50,000 Quimby Act TOTAL PARK IMPROVEMENTS $1,783,100 MUNICIPAL BUILDINGS & FACILITIES: $100,000 06394 Land Acquisition General Fund 06794 Handicap Access Ramps 82,980 CDBG TOTAL MUNICIPAL BLDGS & FACILITIES $162,980 $4,556,080 GRAND TOTAL - CAPITAL PROJECTS CITY OF DIAMOND BAR EFUNCTION: E: Special Revenue Community ©ev SPECIAL FUNDS BUDGET AMENDMENT 125 1993-94 COMMUNITY DEVELOPMENT BLOCK GRANT FUND The City receives an Isannualfund a proved community munity development projects. the federal government it is anticipated the CDC. e purpose of this grant is t P that these most of these funds will be used for the construction of a senior center. City Council City Council Arnianriment #2 Amended ESTIMATED RESOURCES: 2550 Approp. Fund Balance 3330 CDBG Revenue TOTAL APPROPRIATIONS: 4215-0010 Salaries 4215-0030 Wages - Part Time 4215-0070 City Paid Benefits 4215-0080 Benefits 4215-0083 WWS Comp Exp. 4215-0085 Medicare Exp. 4215-0090 Cafeteria Benefits 4215-1200 Operating Supplies 4215-2355 Contrbtns-Com Groups 4215-4000 Professional Svcs 4215-6250 Misc Capital Equip 4915-9250 Transfer Out-CIP 2550 Reserves 290 TOTAL PERSONNEL INCLUDES: Admin Assistant Clerk Typist Com Dev Director Part Time : CS Coordinator/Seniors ry 1 A1IVvv 0.25 0.10 0.10 0.45 1.00 CAPITAL PROJECTS INCLUDE: 54,600 06694 ADA Park Retrofit 82,980 06794 Handicap Access Ramps $167,580 $0 $0 322,105 322,105 $0 $322,105 $322,105 18,610 18,610 7,870 7,870 260 260 2,930 2,930 290 290 890 890 2,700 2,700 10,143 10,143 Sr Pgm„ NEAT Pgm, Admin 0 59,500 (11,000) 48,500 5,000 NEAT Pgm 4,143 857 32,750 32,750 167,580 167,580 24,58224,582 90 $322,105 $322,105 0.25 0.10 0.10 0.45 1.00 CAPITAL PROJECTS INCLUDE: 54,600 06694 ADA Park Retrofit 82,980 06794 Handicap Access Ramps $167,580 CITY OF DIAMOND BAR FUND TYPE: special Revenue SPECIAL FUNDS BUDGET AMENDMENT FUNCTION: Waste Mgt 1993-94 FUND V. " 115 INTEGRATED WASTE MANAGEMENT FUND FUND DESCRIPTION: The Integrated Waste Management Fund was created during FY 90-91, to account for expenditures and revenues related to the activities Involved with the City's efforts to comply with AB939. Revenuesrecorded in this fund are the recently adopted waste hauler permit fees. ESTIMATED RESOURCES: 2550 Reserve Fund Balance 3480 Waste Hauler Permits 3481 Application Fees 3482 AB939 Admin Fees 3483 AnnuaiFees 3610 Interest Revenue 4515-1200 TOTAL APPROPRIATIONS: 4099-0010 Salaries 4099-0070 City Paid Benefits 4099-0080 Benefits 4099-0083 Wkr's Comp Exp. 4099-0085 Medicare Exp. 4099-0090 Cafeteria Benefits 4515-1200 Dept. Supplies 4515-2110 Printing 4515-2115 Advertising 4515-2320 Publications 4515-2340 Education & Training 4515-4000 Prof Svcs -JPA 4515-4500 Contract Services 4515-6230 Computer Equipment 2550 Reserve Fund Balance Budget Refinement (ACM) . TOTAL PERSONNEL: Full Time: Asst City Manager Asst to City Mgr Exec. Secretary Total Positions City Council City Council Amended Amendment #2 Amended Explanation $19,760 $19,760 0 10,000 (10,000) 0 Budget Refinement 78,000 (5,000) 73,000 Budget Refinement 2,000 2,000 344 456 800 Budget Refinement $110,104 ($14,544) $95,560 52,420 (21,130) 31,290 Budget Refinement (ACM) 570 (140) 430 Budget Refinement (ACM) 8,250 (3,230) 5,020 Budget Refinement (ACM) 510 (200) 310 Budget Refinement (ACM) 760 (300) 460 Budget Refinement (ACM) 6,000 (1,500) 4,500 Budget Refinement (ACM) 1,000 1,000 1,500 1,500 0 500 500 Budget Refinement 250 250 1,500 1,500 0 25,000 25,000 5,000 (5,000) 0 Budget Refinement 7,344 16,456 23,800 Budget Refinement $110,104 ($14,544) $95,560 .00 .50 .25 .75 Details for Diamond Bar's Source Reduction and Recycling Program In order of priority Residential Sector Program (RSP) Most activities itemized in the cost table are estimated on the basis of 3/4 time from staff and 1/4 time from consultant. The notable exceptions are identified below, which also happen to be the priority items for implementation in calendar year 1994 and fiscal year 1994/95. Note that the consultant cost is predicated on a rate of $80 per hour fully loaded, while staff time is based on a generalized rate of about $25 per hour excluding benefits. cls Multi -family recycling Estimated cost of $4,000 includes time from consultant to work with hauler (50%) and time from staff to 'supervise activities (50%) Source Reduction Onsite composting Estimated cost of $2,500 includes time from consultant to work with haulers (50%) and time from staff to supervise activities (50%) Education Residential campaign Estimated cost of $5,000 includes time from consultant to help publicize RSP (50%) and time from staff to supervise activities (50%) Monitoring Monitor programs Estimated cost of $3,500 includes time from consultant (75%) to conduct monitoring activity and time from staff to supervise results (25%) Evaluate progress Estimated cost of $1,500 includes time from consultant to prepare AB 440 status report (100%). Commercial Sector Program (CSP) Most activities itemized in the cost table are estimated on the basis of 3/4 time from staff and 1/4 time from consultant. The notable exceptions are identified below, which also happen to be the priority items for implementation in calendar year 1994 and fiscal year 1994/95. CITY OF DIAMOND BAA\COST DETAILS 1 March 1, 1994 EmAng At -source recovery Estimated cost of $10,000 includes time from consultant (50%) and staff (50%) to facilitate implementation of programs at five businesses audited per the representative waste audit program. Educefion Representative waste Estimated cost of $1,500 includes time from audit consultant (100%) to conduct audits at five businesses located in the City. Monitpririg Estimated cost of $1,000 includes time from Monitor programs consultant (75%) to conduct monitoring activity and time from staff to supervise results (25%) ro ess Estimated cost of $500 includes time from consultant Evaluate p to prepare AB 440 status report % March 1, 1994 CITY OF DIAMOND BAR\COST DETAILS 2 ANALYSIS OF DIAMOND BAR'S SOURCE REDUCTION AND RECYCLING PROGRAM SECTOR/PROGRAM COST 994) :994 ok](ANA , S A(M L S COMMENTS RESIDENTIAL SECTOR 45,500 Source reduction Quantity -based fees 25.000 10,000 On time Onsite composting 11,500 2,500 On time Educational efforts 8,000 2.500 On time Land -use practices 7,000 1,000 On time Recycling Curbside recycling 5,000 2.500 On time Multifamily recycling 0 4,000 Moved up from medium term Building codes (MFR) 2,000 1,000 On time Alt. daily cover 2,000 1,000 On time Clean green collection 2,000 1,000 On time Policies 4,000 1,000 On time Materials recovery facility study 25,000 5,000 On time Composting Self -haul centers 2,500 500 Delayed one year Preprocessing sites 2,500 500 Delayed one year Cpmposting yard waste 2,500 500 On time Promotion/education 2,500 500• Delayed one year Fiscal incentives 2,500 500 Delayed one year Regulatory measures 2,500 500 Delayed six months Special Waste Used tires 2,500 500 Delayed four months White goods 2,500 500 On time Education Residential campaign 7,500 5,000. On time Monitoring Monitor programs 5,000 3,500 Oi time Evaluate progress 4,500 1,500 On time I SECTOR/PROGRAM COMMERCIAL SECTOR Source reduction Waste audits Technical assistance Nonprocurement ordinance Demonstration project City procurement Waste reductuion plans Recycling At source recovery Supportive policies Composting Self -haul centers Regulatory/fiscal measures Special Waste Used tires program C&D debris program Education Commercial campaign SRRE representative training Representative waste audit Monitoring !Monitor programs Evaluate progress COST W(1 W3 RI(iIGV. \(.n Al. 43,500 COMMENTS 5.000 2,500 On time 5.000 2,500 On time 1.000 2,500 Delayed two years 1,500 2,500 Delayed two years 1,500 2,500 Delayed one year 1,000 2,500 On time 10.000 10.000 Delayed two years 5,000 5,000 On time 5,000 2,500 Delayed one year 10,000 5,000 Delayed two years 1,500 1,000 Delayed four months 1,500 l,000 Delayed eight months 0 500 On time 0 500 Delayed five months 0 1,500 Delayed one month 5,000 1,000 On time 3.000 500 On time Table 10-1 SRR Element Implementation Program and Calendar COMME0t4A1 SECTOR PROGRAM PROGRAM ALTERNATIVE STATUS TASK TART/END DATES RESPONSIBILITY/ FUNDING SOURCE Source Waste Audits IT Develop alt. 6/93-12193 IWMC/IWMF Reduction TBA Implement 1/94-12/95 IWMC/IWMF Technical Assistance TBA Develop alt. 6/93-6/94 IWMC/IWMF TBA Implementation 7/9412/95 IWMC/IWMF Nonprocurement Ordinance TBA Develop aft. 1/94-6/94 IWMC/IWMF Implementation 6/94-12/95 IWMC/IWMF Demonstration Project CT Select site 1/93-12/93 IWMC/IWMF Implementation 1/9412/95 IWMC/IWMF City Procurement CT Assess need 6193-12/93 IWMC/IWMF TBA Develop aft. 1/94-6/94 IWMC/IWMF TBA Implementation 7/96-12/95 IWMC/IWMF Waste Reduction Plans TBA Assess need 1/94-6/94 IWMC/IWMF TBA Recommend 7/9412/95 IWMC/IWMF Recycling At Source Recovery TBA Review S Aug- 1/94-6/94 IWMC/IWMF meat Existing Efforts TBA Discuss w/haufe 2/943/94• IWMC/IWMF TBA Facility/monitor 6/9412/94 IWMC/IWMF TBA Tech Asst 6/94-12/95 IWMC/IWMF TBA Monitor/eoaluat 6/9412/95 IWMC/IWMF Supportive Policies CT Develop hauler 1/92.1/93 IWMC/IWMF ordinance and permit system CT Enact system 6/92-6/93 IWMC/IWMF IT Business perms 1/93-12/94 IWMC/IWMF IT Building code 1/92-12194 IWMC/IWMF revisions TBA Financial incen- 1/95-12/95 IWMC/IWMF lives TBA Market develop. 1/94-12/95 IWMC/IWMF Composting Self -haul (SH) for Gardeners TBA Encourage SH 1/9412/95 IWMC/IWMF TBA Monitor SH 1/94-12/95 IWMC/IWMF TBA Develop man- 1/95-12/95 IWMC/IWMF datory provision Financial Incentives TBA Develop and 1/95-12/95 IWMC/IWMF enact program Special Waste Used Tire Program TBA Deveiop educa- 1/946/94 IWMC/IWMF tional materials TBA Review city 3/94-6/94 IWMC/IWMF procurement TBA Revise procure- 6/94-12194 IWMC/IWMF ment TBA Monitor 1/94-12195 IWMC/IWMF Lena 1 IIA • 13 De arranyou; • innwr�u ran, v - vv..yn INTEGRATION COMPONENT 10-5 January 7, 1994 Table 10-1 SRR Element Implementation Program and Calendar, Continued Special Waste C&D Debris Recycling TBA Develop Permit p policy standards 1/94-6/94 IWMC/IWMF (Continued) TBA Revise code 6/94-12/94 IWMC/IWMF TBA TBA Adopt code Implement code 1/95-6/95 6195-12/95 City MCouncIF TBA Monitor 1194-12/95 IWMC/IWMF Education and SRRE Representative Training TBA r ra Develop p o9 Publicize/recruit 3/94-5/94 6/94-12194 IWMC/IWMF IWMC/IWMF Public TBA TBA Train recruits 76/94 1� IWMC/IWMF IWMC/IWMF Awareness TBA Supeniise IWMC/IWMF TBA Monitor 1/94-12/95 Nonresidential Campaign TBA Devebp mat -Is 1/94-3194 2/94-6/94 IWMC/Haulers IWMC/Haulers TBA TBA Develop progra Distribute marls 4/94-12/95 IWMC/Haulers TBA Organize wkshp 1/95-12/95 IWMC/Haulers TBA Conduct wkshps 1/95-12/95 IWMC/Haulers IWMC/Haulers TBA Monitor 1/94-12/95 Representative Waste Audits TBA Select firms Conduct audit 1/95-3195 4/95-12/95 IWMC/Haulers IWMC/Haulers TBA TBA Publicize results 4/95-12/95 IWMC/Haulers TBA Monitor 1/95.12/95 IWMC/Haulers 10-6 JanuaryT, 1994 INTEGRATION COMPONENT - a problem faced by parents, educators, ae d citizens - affects every law enforcement personnel, and Statconces. Eliminating this problem community in the United States. requires commitment, cooperation, and innovative programs. Town), was n F� y_IT _ (which stand for Drug Free Youth p is a Texas. This program created by Drug Free Youth program to curb drug use among voluntary, community based P g unishment, D.FY.IT is a rewards, not p guidance of teenagers. Based °n and for Students with the g program administered by adult advisors. proud to be The Diamond Bar Improvemen�event�onation is sponsoring this concept of drug p Positive alternatives to drug-related activities Opportunities to develop leadership skills Ongoing communication with local police and community leaders education and drug prevention A Forum for drug a student registers for the proidentgram. The TO --ln issued signature. students is issued athentstudent'slphoD graph and and ion which includes food, card, are entitled to discounts for movies, rallies, and Card members entry to D.FY.IT. parties, clothing as well as ort provides an equally important Peer Supp "no -use" drug special events. by student and incentive. Continued compliance with up random drug and test policy is reinforced b. All testing is confidential, roues. Members who adult advisory g must give up results are not reported testtwill pbelcontacted oand Counseling is test positive on again test negative. use. their D.FY.IT card until they g provided for students whose test results indicate drug 1. Provide high school students with a voluntary program that rug -free and to influence those rewards them for being d who abuse drugs to reject them. LL- GDAL 1, To promote drug-free students in Diamond Bar. 2, To educate the student community in the dangers of drug abuse and provide more positive alternatives. 1 'o reduce the "demand side" of drug abuse in Diamond Bar. 3. 4. Improve communications between youth and community leaders. leadership capabilities of students. 5. Enhance the toward a drug-free California. g To do our part EMpuA'TS "drug-free" by use of drug testing 1. Certification of Medical Laboratory). (urine analysis provided by 2. Card membership with discount privileges. QEc'rAaI2ATIQiL 1. Each chapter determines its own governing board. 2, Elected leadership group consisting of a chairman elected at large and one representative from each chapter. 3. Advisory Board - Chairman, President (coordinator) and the following divisions: student leadership m city. counseling, media, Chamber of commerce, education, support to The adult bOleadershipegroupgran and funding the student 4. Bylaws, Articles of Incorporation, Organizational Chart. V If.EU hAM I. All testing is provided by Central Reference Laborati:)ry, Inc. %. Students are to check School Student ConnG-lin Center to see if there I.D. Number is posted for that day of testing. If no list is posted there is no testing. 3. Testing and collection sites are determined by each chapter. 4. Students will enter and remain in restroom alone, with an adult or student monitor outside, during sample collection. 5. Students in the program are subject to random testing or at the direction of the student leaders for cause. h. Students who fail the test forfeit their card and privileges for a determined amount of time (assessed by the student leadership). 'i. 'Testing screens for four types of drugs (amphetamines, marijuana, PCP and cocaine). Card members are entitled to such privileges as theater, food and clothing discounts, special programs and activities and other benefits. 9. Card membership can be removed for failing drug screen test, alcohol possession, alcohol consumption, DUI, DUID and other reasons established by student leadership. However, care is taken to encourage the student to obtain counseling and re-enter the program. 1U. This program can be expanded to other cities in the State of California. 11. The Focus on this program is "NO USE'. �• 'T.'V' i6 1. Testing (random testing) 2. Promotions (I.D. cards, T-shirts, banners, media and press conferences, video, information packets, brochures, flyers, etc.) 3. Programs and activities - Annual Job Fair - Soccer Tournament - Golf Tournament - Lock -ins in shopping malls - Pizza parties (school, malls and other locations) - Start of school rallies - Special Olympics, parades and other public events - Annual D.FY.IT. Conference - Recognition of business support - Build racing car, self-esteem programs. 1. Fast foods 2. Movie theaters 3. Clothing 4. Videos, tapes and records 5. Formal wear rental 6. Book Stores 7. Electronics 8. Jewelry 9. Hair Salons 10. Car maintenance and parts 11. Dentistry 12. Banking 13. Copying/printing 14. Disnyland 15. Knott Is Berry Farm 16. Raging Water 17. Magic Mountain To: Terrence L. Belanger City Manager Diamond Bar From; Gar, Lawson Chief Executive Future America Officer Subect: Reco emendation for Grant Fundis Funding request: $5,000• Funding Target Population; Program Objectives.Youth, Senior Citizens and H 1. vide e perje Handicapped. handicapped for Peed. generosited to exhibicont an youth, serior cit' cultural diversPassion a$pheClation forzens, and the 2• Estab and and Establish training• umane reverenCe fairness, Personal: g to developfor life and communication effective skills Problem solvin EkPloymenk in: Public speaking script writing leadership Performing g 3. Promote oPPort technical strategies thatnities designed communit related to cult eliminate pre t° imPlementservice 4- Encourage indivi al and age. judice and integration life los duals to des as individual learning in o benefit from experiences 5. Establish society as disadv avenues that promote a worker, citi en 1 and to antaged or Program Strate . sPecial needs nl growth iV du 1 development for Through the glee an hour_lo use senior citizens of local cO�°�itY-acce aired ng PrOwgill concerned with youss cable several Produced handicapped 2• 1 times 3. 1' ovialend perform at°cver the followia monthly b sisPto and handic weekly trainin °f°sity events g thirty-daysbe - aPPed individuals•for youth serior Other Fundis citizens and Corporations g Sources Businesses Service Clubs Private Donations Fund Raisers To: Terrence L. Belanger City Manager Diamond Bar From: Gary Lawson Chief Executive Officer Future America Subect: Recommendation for Grant Funding Funding request: $5,000. "Teens for a Brighter Tomorrow" TUTUAI HMO GARY LAWSON Chief Executive Officer (909) 860-0541 Target Population: Youth, Senior Citizens and Handicapped. Program Objectives: 1. Provide experiences for youth, serior citizens, and the handicapped to exhibit an appreciation for honest, fairness, generosity, compassion and a humane reverence for life and cultural diversity. 2. Establish training to develop effective skills in: Personal: Employment: communication script writing problem solving performing public speaking technical leadership community service 3. Promote opportunities designed to implement integration strategies that eliminate prejudice and descrimination as related to cultural and age. 4. Encourage individuals to benefit from experiences that lead to life long learning in our society as a worker, citizen, and individual. 5. Establish avenues that promote growth and development for disadvantaged or special needs individuals. Program Strategies: 1. Through the use of local community -access cable broadcasting, an hour-long program concerned with youth, handicapped and senior citizens will be produced on a monthly basis to be aired several times over the following thirty -days. 2. Speak and perform at community events. youth, serior citizens and 3. Provide weekly training for handicapped individuals. Other Funding Sources Corporations Businesses Service Clubs Private Donations Fund Raisers "FUTURE AMERICA" TEENS FOR A BRIGHTER TOMORROW If you believe the youth of today are the future of tomorrow then you can unlock the doors of success for our youth by participating in opportunities to establish a safe, healthy and solid foundation for tomorrow. Please consider the following studies: The seven major problems In schools: In the 1950's Talking In the 1990's Chewing gum Drug abuse Alcohol abuse Making Noise Pregnancy Running in halls Suicide Getting out of line Rape Wearing improper clothing Robbery Not putting papers in the waste basket Assault Violence: Teens are dying unnecessarily by homicide. While the county has only 31 percent of the state's teenage population, it had 61 percent of all teen homicides in 1991. The fastest growing group in the U.S. is prisoners, up 139 percent from 1980 to 1990. And 82 percent of prisoners are dropouts. AGAINST THE ODDS Here is a glimpse of how childrenin Los Angeles County fare much worse than their peers across the state and nation. Better/Worse Better/Worse than state average than national average 8th grade achievement scores Worse n/a High school dropouts Worse n/a Infant Mortality Worse Better Late or no prenatal care Better Better Violent criminal Worse Worse Child abuse reporting Better Worse Births to teens Worse Worse Teen deaths due to homicides Worse Worse Child support payments Worse Worse Children living In poverty Worse Worse WITH YOUR SUPPORT "FUTURE AMERICA" CAN PURSUE ALTERNATIVES TO THE CHALLENGES FACING TODAY'S YOUTH THEREBY GIVING HOPE FOR A BRIGHTER TOMORROW. UTVRE AMERICA "Models Today for a Model Tomorrow" WHAT IS "FUTURE AMERICA "•' and sponsor a vehicle • " project is an effort to develop serve The "Future Amenia and promote talented teens who t� a role to recruit, develop, encourageeers. ReSponding • as healthy and positive role models to their n t e future of their community models, other teens will in turn in furtherance of a healthy social conscious, societal through cultivation of between cultures, promotion of integration cued understanding toward a drurfree society. change without violence, and progress GOA1_ro ram Through the use of local access cable media, an hour-long P g and questions, will concerned with youth and their associated challengesollowing a monthly basis to be aired several times over nhaged hosts, be produced on format will feature a rotating trio of 30 -day period. The f diverse backgrounds, who will ro- om local schools and culturally resent teen acts and enter - drawn from anels, and P troduce their young guests, emcee p of issues, responses re America" will feature a potpourri teens from the and conct.erns " teens, hosted by teens and featuring and concerns � jfecting community- Self-esteem is not something we give kids - It's what we have to sey�June 1991. mvcry. Hanoch McCarty in Teacher (1) "FUTURE AMERICA" TEENS FOR A BRIGHTER TOMORROW THE FUTURE AMERICA ORGANIZATION I8 ULISITY ACCESS a BROADCASTING, PUBLIC SERVICE ANNOUNCEMENT8 AND COSI TSS AND PARENTS TO HAVE A POSITIVE INFLUENCE ON THEIR PEERS AND SOCIETY. BINCEWE An a S TO ADDRESS THE AREAS OFIT LISTED 8D SELOII,WE ARE REQUESTING DONATIONS AND TEEN VIOLENCE GOAL: TO PROMOTE A NON-VIOLENT AND INTEGRATED TEEN SOCIETY. GRAFFITI GOALS TO PROVIDE ALTERNATIVES TO GRAFFITI AND PRODUCE AN ANTI -GRAFFITI PROGRAM. TEEN PREGNANCY GOALS AND TO EDUCATE TEENS RELATED TO PREVEN, PRE -NATAL CARE TION PARENTING SKILLS. MENTAL HEALTH GOAL: AND TO EDUCATE CHILDREN, TEENS AND PARENTS RELATED TO POSITIVE PRODUCTIVE CHARACTER BUILDING' HIV/AIDES GOAL: TO PROVIDE APPROPRIIITS INFORMATION RELATED TO PREVENTION AND TREATMENT - DRUG AND ALCOHOL GOAL: TO EDUCATE TEENS ABOUT THE EFFECTS OF DRUG AND ALCOHOL USE. HEALTH CARE GOALS TO EDUCATE CHILDREN, TEENS, PARENTS AND THE COMMUNITY RELATED T GOOD HEALTH CARE. HOMELESS TEENS GOAL: TO ADDRESS THE NEEDS OF HOMELESS TEENS FOR ADDITIONAL INFORMATION PLEASE CALL GARY LAWSON' ADMINISTRATOR FOR FUTURE AMERICA, AT 909-860-0511 OR WRITE TO: FIITURE AMERICA P. O. BOX 4003 HEST COVINA, CA. 91791 94HAT EVER HAPPENED to tbo A ICAN DRUS11 LARRY BURKETT VIOLENCE IN VIRTUALLY EVERY HOLLYWOOD ',OUR KIDS SEE MURDER" BEX AND MANY O! THEM TAKE GUNS TO SCHOOL, USE XMIE S TRW WE WONDER WHY BO DRUGS, AND COiOLIT SUICIDE." BILLIONS O! DOLLARS A YEAR ON PORNOdRAPSY• VILB AMgRICANB SPEND VIOLENCE. MOVIES, DRUGS, SEX AND THESE PLEASURES COME WITH A PRICE: HARE PRISONB MORE WELFARE BUR8 ASSAULTWEAPONS TO DEFEND OUR HOMES TEEN BUICIDE8 DIVORCE g PRESSURES OF HIGHER TAXES D fAND FO MORE AND BETTER TRANQUILIZERS TO ENDURE DAILY LIFE. TKAN OF NEW YOUR A RENOWNED MEDIA EXPERT, PROTFHg AGER OF 812Z8s0R NEIL 8 AND EIGHTEEN, THE UNIVERSITY• BAYS THAT B ss � To 16, OOO HOURS IN FRONT OF SAYS ApgRAd3 CHILD SPENDS ONLY 13,KS 000 HOURS IN SCHOOL. POOTIMN TV, WHEREAS HE SPENDS YgARg OF AN MMICAN CHILD'S Z,HE THAT DUR1000 ING TH O MILLION TWENTY MMCISL6, AT THE RATE OF ABOUT WILL SEE BONE PER WEEK. GOAL:POSITIVE MENTAL HEALTH ISSUES. TO ADDRESS PRODUCTIVE AND OBJECTIVE: THAT ADDRESS TEEN ISSUES, TRENDS, SELF-ESTEEM AND (;MMRATE PROGRAMS CHARACTER BUILDING. ACTION PLAN:CAgyg BROADCASTING SHOW TO EDUCATE UTILISE THE '•FUTURE AMERICA" TEENS AND PARENTS ON MENTAL HEALTH ISSUES - PERFORMING ARTS, TO HAVE A POSITIVE TRAIN TEENS, THROUGH THE SOCIETY' INFLUENCE ON THEIR PEERS AND CIETY'iTB LOCALLY AND THROUGHOUT DEVELOP PUBLIC SERVICE APPROPRIATE MESSAGE. SOUTHERN CAL =W PROVIDE STUDIOS FOR TEEN TRAINING. DRAFT TO: SALT Committee Members FROM: Pat Etienne, Program Development Subcommittee SUmMCT: Rec �na9ttons forProgram )E�ndwg Concent Pacer 5, to develop proms recommendations for November The sub_committee met on Friday, rent: Steve Stoltz, East Valley Boys and Agency Relations (AR) funding in 1994. Members p Welday, Business and Girls Club; Marciano Hernandez, L.A. County Probation Officer; Lucy Pat Etienne, GTE, Professional Women; Nancy P. Romero, Assemblywoman, Hilda Solis Rep • ; YMCA; Michael Keith, Hacienda/La Puente USD Rep - Chair; Dave Cardenas, COMMUNITY ACTION TEAMS FUNDING REQUEST Romero representing the $2100.04 committee, the following After receiving a report from Nancy Romer an active discussion of strategies and services: Action Plan recommendations grew out Request w� funding from AR to ensure program continuity. Build on 1993 workshop planned by the $2100.00 committee by identifying program participants and critical services at the workshop. Target Population: Youth at Risk servation and Reunification Broad Program Objectives: Family Program Strategies • Build a strong visible network of services in SGV • Develop a "youth federation" from the $21�•�a a genres such as DCS and • Collaborate and coordinate with public and P Healthy Start Specific Services Desired • peer_tc -peer counseling • Parenting education • Conflict resolution skills • Building common values Outcomeslow self-esteem, alienation from • gig cycles of violence, unemployability, roblem solving, accessing local resources, larger society • Empowerment of young people in p self -development, community involvement- '/ • Other . 4 1 C- CITY OF DIAMOND BAR AGENDA REPORT AGENDA REPORT TO: Terrence L. Belanger, City Manager MEETING DATE: March 23, 1994 FROM: REPORT DATE: March 17, 1994 David G. Liu, Senior Engineer TITLE: Assessment Engineering Services Contract For Landscaping Assessment District Numbers 38, 39 and 41 SUMMARY: The City of Diamond Bar has an annual program and intends to continue said program b s p g� for the maintenance of public improvements Assessment District Numbers 38, 9 and 41. special must be providments ed to enable these Dn lands within istricts to to co tid�pmg Operation and maintenance during the 1994-95 Fiscal Year. Furthermore, the is services. Staff has received necessary to secure the services of a qualified engineering firm to accomplish the work to provide the annual assessment engineering and evaluated seven (7) proposals for such services. RECOMMENDATION: It is recommended that the City Council award a professional engineering services contract to GFB-Friedrich and Associates, Inc. in an amount not -to -exceed $7,200 annually for Fiscal Years 1994-95, 1995-96, and 1996-97, a contract total of $21,600 plus a contingency amount of $5,000. LIST OF ATTACHMENTS: X Staff Report _ — Resolution(s) Ordinance(s) _ X Agreement(s) EXTERNAL DISTRIBUTION: SUBMITTAL CHECKLIST: Public Hearing Notification Bid Specification (on file in City Clerk's Office) Other: 1. Has the resolution, ordinance or agreement been reviewed by the City Attorney? X Yes — No 2. Does the report require a majority or 415 vote? 3. Has environment impact been assessed? Majority 4. Has the report been reviewed by a Commission? —Yes X No 5. Are other departments affected b the report? Y eport. — I No Report discussed with the following affected departments: e - X Yes _ No Community Services REVIEWED BY: Terrence L. Belanger Frank . Us r City Manager David G. Li Assistant Cit Manager Senior Engineer CITY COUNCIL REPORT AGENDA NO. MEETING DATE: March 23, 1994 TO: Honorable Mayor and Members of the City Council FROM: Terrence L. Belanger, City Manager SUBJECT: Assessment Engineering Services Contract For Landscaping Assessment District Numbers 38, 39, and 41 ISSUE STATEMENT: The City desires to continue its annual program for the maintenance of public improvements upon lands within the City's Landscaping Assessment Districts 38, 39, and 41. To accomplish the work, it is necessary to secure the services of a qualified engineering firm to provide annual assessment engineering services. RECON04ENDATION: It is recommended that the City Council award a professional engineering services contract to GFB-Friedrich and Associates, Inc. in an amount not -to -exceed $7,200 annually for Fiscal Years 1994-95, 1995-1996, and 1996-97, a contract total of $21,600 plus a contingency amount of $5,000. FINANCIAL SUMMARY: The revenues generated by these Districts will pay for the cost. There will be no impact on the City's General Fund. BACKGROUND/DISCUSSION: The City has an annual program for the maintenance of landscaping as well as open space improvements, and intends to continue the program by special assessments upon lands within the City. Funds must be provided to enable District Numbers 38, 39 and 41 to continue their operation and maintenance during the 1994-95 Fiscal Year. In conjunction with these districts, the City needs to secure a qualified engineering firm for the assessment engineering services. On February 2, 1994, staff initiated a verbal request for proposal to procure an engineering firm for said services. In response to staffs request, a total of seven (7) proposals were received and evaluated. They are as follows: CITY OF DIAMOND BAR ASSESSMENT ENGINEERING SERVICES PAGE 2 1. ASL Consulting Engineers 2. DGA Consultants, Inc. 3. Dwight French and Associates 4. GFB-Friedrich and Associates, Inc. 5. Hall and Foreman, Inc. 6. RKA Civil Engineers, Inc. 7. Willdan Associates Key tasks placed upon the assessment engineer include: • Strategy Meeting to discuss assessment methodology, capital improvement budgets, proposed operation and maintenance budgets, etc. • Prepare an assessment diagram for each assessment district. Pertinent assessor parcel information from the County Assessor will be collected to determine parcel changes and associated parcel factors. • Prepare engineers reports which will contain the description of proposed improvements, cost estimate, method of assessment, assessment roll, and diagram. • Attend public meeting and public hearing, if necessary. • Place assessments on County Assessor's Roll and submit final rolls to the City. Of the seven (7) proposals reviewed and evaluated, GFB-Friedrich and Associates, Inc.'s proposal in the Southern California reflected extensive public finance experience should be noted that this company differentiate largely from the other general civil engineering firms, it forming and updating public finance district proceedings for various public agencies. The following is a list of public finance projects similar to our " 1972 Act Districts." 1. Landscaping and Lighting District No. LL001, City of Claremont. This 1972 Act assessment district was confirmed in March, 1990 and requires annual updating. It contains approximately 9,670 parcels. 2. Annual Update of Lighting District No. 1, City of Blythe. Formed in 19875 1972 Act Lighting District requires annual updating. It contains approximately 3,000 par 3. Assessment District No. 994, City of San Bernardino. This district was confirmed in 1990 and contains approximately 45,000 assessable parcels. CITY OF DIAMOND BAR ASSESSMENT ENGINEERING SERVICES PAGE 3 ce District No. 1, City of Banning. The district formed in 1990 and 4, Landscape Maw oxiniately 500 parcels. Comprised of app District. Formed No. ent District 68-4632, Ortega Trail Recreation and Park Dist is providing a of 5 • Assessor in and Lighting Act of 1972, this assessment district pursuant to the LandscaP g recreation center in the Wildomar AreaRiverside portion of the financing for a community roved in late 1990 and req uires annual County. Comprised of 6,600 parcels, this district was app updating of San Jacinto. Formed in 1992, this 6, LandscaPg, Lighting and Park District No. 1, City and maintenance of public landscaping, street 1972 Act assessment district finances ��rationees lights and traffic signals, Par ks ent District, Claremont Unified School Dof thhe hoo19dismAicts facilities.ct t 7 Recreation Assessor public use portion of the maintenance district to refinance the Friedrich (Principal in the firm) will be providing the direct service to the City Additionally, Mr. John Fri � taught a 30 hour course in assessment engineering has al as the Assessment atUC Riverside Extension. during each of theagencies are Chapter 10, Section 4525-4529, State and local Pursuant to California Government Code Chap not be considered in procure professional design and consulting services on thi Or ce demonstrated ns�� competence required s conal and professional qualification. The intent of the law is that the co the selection of a consultant. ability engineer) demonstrated track record, Y Based upon the qualification/experience of the assessment ability to work with City staff, and involvementwitho The bid for this three - to keep on schedule, ab ty resent the b b the City. staff believes that GS from $21c Associates,3for scope of work proposes Y year contract range Prepared By: Djv G Liu ].. C.\WPWUVDAKAY=R-941M9410323 DRAFT PROFESSIONAL SERVICES AGREEMENT day of This Agreement is made and entered into this a 1994, between the City of Diamond Bar, ferred to as "CITY") and GFB- Municipal Corporation hereinafter re Friedrich and Associates, Inc. (hereinafter referred to as "CONSULTANT"). A. Recitals. est for Proposal (i) CITY has heretofore issued its Request ' eering services pertaining to the performance of professional engin with respect to the Landscaping Assessment Districts 38, 39, and 41 for Fiscal Years 1994-95, 1995-96, and 1996-97 ("Project" hereafter) . 1.1 CONSULTANT has now submitted its proposal for the (ii) performance of such services, a full, true and correct of copy of perfo and by which proposal is attached hereto as Exhibit "A" this wh reference made a part hereof. CITY desires to retain CONSULTANT to perform (iii) to render advice and professional engineering services necessary City Council and staff in the assistance to CITY, CITY's preparation of Project. ualif sed to iv CONSULTANT represents that it is q ( )rofessional perform such services and is willing to perform such p engineering services as hereinafter defined. NOW, THEREFORE, it is agreed by and between CITY and CONSULTANT as follows: 1 B. Agreement. 1. Definitions: The following definitions shall apply to the following terms, except where the context of this Agreement otherwise requires: (a) Project: The preparation of maps, surveys, reports, and documents, the presentation, both oral and in writing, of such plans, maps, surveys, reports and documents to CITY as required and attendance at any and all work sessions, public hearings and other meetings conducted by CITY with respect to the project. (b) Services: Such professional engineering services as are necessary to be performed by CONSULTANT in order to complete the Project. (c) Completion of Project: The date of completion of all phases of the Project, including any and all procedures, development plans, maps, surveys, plan documents, technical reports, meetings, oral presentations and attendance by CONSULTANT at public hearings will be determined by the CITY. 2. CONSULTANT agrees as follows: (a) CONSULTANT shall forthwith undertake and complete the project in accordance with Exhibits "A" hereto and all in accordance with Federal, State and CITY statues, regulations, ordinances and guidelines, all to the reasonable satisfaction of CITY and in accordance to the standard of care normally provided by practitioners of the engineering profession. 6 (b) CONSULTANT shall supply copies of all maps, surveys, reports, plans and documents (hereinafter collectively referred to as "documents") including all supplemental technical documents, as described in Exhibits "A" to CITY within the time specified by the CITY. Copies of the documents shall be in such numbers as are required by Exhibit "A". CITY may thereafter review and forward to CONSULTANT comments regarding said documents and CONSULTANT shall thereafter make such revisions to said documents as are deemed necessary. CITY shall receive revised documents in such form and in the quantities determined necessary by CITY. The time limits set forth pursuant to this Section B2. (b) may be extended upon written approval of CITY. (c) CONSULTANT shall, at CONSULTANT's sole cost and expense, secure and hire such other persons as may, in the opinion of CONSULTANT, be necessary to comply with the terms of this Agreement. In the event any such other persons are retained by CONSULTANT, CONSULTANT hereby warrants that such persons shall be fully qualified to perform services required hereunder. CONSULTANT further agrees that no subcontractor shall be retained by CONSULTANT except upon the prior written approval of CITY. 3. CITY agrees as follows: (a) To pay CONSULTANT a maximum sum of $21,600 for the performance of the services required hereunder. This sum shall cover the cost of all staff time and all other direct and indirect costs or fees, including the work of employees, consultants and subcontractors to CONSULTANT. Payment to 3 CONSULTANT, by CITY, shall be made in accordance with the schedule set forth below. (b) Payments to CONSULTANT shall be made by CITY in accordance with the invoices submitted by CONSULTANT, on a monthly basis, and such invoices shall be paid within thirty (30) days of receipt of CONSULTANT invoices. The CONSULTANT shall detail the charges by project task number, hours worked, and employee classifications, total not to exceed amount for the project if it is a time -and -material basis project, and percent completed if it is a lump sum basis project. All charges shall be in accordance with CONSULTANT's proposal either with respect to hourly rates or lump sum amounts for individual tasks. (c) CONSULTANT agrees that, in no event, shall CITY be required to pay to CONSULTANT any sum in excess of 90% of the maximum payable hereunder prior to receipt by CITY of all final documents, together with all supplemental technical documents, as described herein acceptable in form and content to CITY. Final payment shall be made not later than sixty (60) days after presentation of final documents and acceptance thereof by CITY. (d) Additional services: Payments for additional services requested, in writing, by CITY, and not included in CONSULTANT's proposal as set forth in Exhibit "A" hereof, shall be paid on a reimbursement basis. Charges for additional services shall be invoiced on a monthly basis and shall be paid by CITY within thirty (30) days after said invoices are received by CITY. 4 4. CITY agrees to provide to CONSULTANT: (a) Information and assistance as set forth in Exhibit "A" hereto. (b) Photographically reproducible copies of maps and other information, if available, which CONSULTANT considers necessary in order to complete the Project. (c) Such information as is generally available from CITY files applicable to the Project. (d) Assistance, if necessary, in obtaining information from other governmental agencies and/or private parties. However, it shall be CONSULTANT'S responsibility to make all initial contact with respect to the gathering of such information. 5. Ownership of Documents: All documents, data, studies, surveys, drawings, maps, models, photographs and reports prepared by CONSULTANT pursuant to this Agreement shall be considered the property of CITY and, upon payment for services performed by CONSULTANT, such documents and other identified materials shall be delivered to CITY by CONSULTANT. CONSULTANT may, however, make and retain such copies of said documents and materials as CONSULTANT may desire. CONSULTANT shall not be held liable for use of such documents by CITY for purposes other than intended by the Agreement. 6. Termination: This Agreement may be terminated by CITY upon the giving of a written "Notice of Termination" to CONSULTANT at least fifteen (15) days prior to the date of 5 termination specified in said Notice. In the event this Agreement so terminated, CONSULTANT shall be compensated at CONSULTANT's is �� �� on a pro -rata applicable hourly rates as set forth in Exhibit A with respect to the percentage of the Project completed as of basis shall CONSULTANT In no event, however, the date of termination. h 3(a), above. specified in paragraph receive more than the maximum data, CONSULTANT shall provide to CITY any and all documents, hotographs and reports, studies, surveys, drawings, maps, models, p her in draft or final form, prepared by CONSULTANT as of the whet reement date of termination. CONSULTANT may not terminate this Ag except for cause. Any and all 7. Not_ and Designated Re resentatives: ices demands, invoices and written communications between the not paragraph 7. parties hereto shall be addressed as set forth in this ethose persons furthermore, shall be The below named individuals, arties under this primarily responsible for the performance by the p Agreement: CITY: David G. Liu Department of Public Works City of Diamond Bar Suite 190 21660 E. Copley Drive, Diamond Bar, CA 91765 CONSULTANT: John A. Friedrich GFB-Friedrich Associates, Inc. 6809 Indiana Avenue, Suite 201 Riverside, CA 92506 Any such notices, demands, invoices and written communications, by mail, shall be deemed to have been received by the addressee (48) hours after deposit thereof in the United States forty-eight 6 mail, postage prepaid and properly addressed as set forth above. 8. Insurance: CONSULTANT shall neither commence work under this Agreement until it has obtained all insurance required hereunder in a company or companies acceptable to CITY nor shall CONSULTANT allow any subconsultant to commence work on a subcontract until all insurance required of the subconsultant has been obtained. CONSULTANT shall take out and maintain at all time during the term of this Agreement the following policies of insurance: (a) Workers' Compensation Insurance: Before beginning work, CONSULTANT shall furnish to CITY a certificate of insurance as proof that it has taken out full workers' compensation insurance for all persons whom it may employ directly or through subconsultants in carrying out the work specified herein, in accordance with the laws of the State of California. In accordance with the provisions of California Labor Code Section 3700, every employer shall secure the payment of compensation to his employees. CONSULTANT prior to commencing work, shall sign and file with CITY a certification as follows: "I am aware of the provisions of Section 3700 of Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the work of this Agreement." 7 (b) Public Liability and Property Damage: Throughout the term of this Agreement, at CONSULTANT's sole cost and expense, CONSULTANT shall keep, or cause to be kept, in full force and effect, for the mutual benefit of CITY and CONSULTANT, comprehensive, broad form, general public liability and automobile insurance against claims and liabilities for personal injury, death, or property damage arising from CONSULTANT's activities, providing protection of at least One Million Dollars ($1,000.000.00) for property damage, bodily injury or death to any one person or for any one accident or occurrence and One Million Dollars ($1,000,000.00) aggregate. (c) Errors and Omissions: CONSULTANT shall take out and maintain at all times during the life of this Agreement, a policy or policies of insurance concerning errors and omissions ("malpractice") providing protection of at least One Million Dollars ($1,000,000.00) per claim and in the aggregate for errors and omissions ("malpractice") with respect to loss arising from actions of CONSULTANT performing the Project hereunder on behalf of CITY. (d) General Insurance Requirements: All insurance required by express provision of this Agreement shall be carried only in responsible insurance companies licensed to do business in the State of California and policies required under paragraphs 8.(a) and (b) shall name as additional insured CITY, its elected officials, officers, employees, agents and representatives. All 8 policies shall contain language, to the extent obtainable that: (1) the insurer, except the errors and omissions insurer, waives the right of subrogation against CITY and CITY 's elected off icials, (2) the policies officers, employees, agents and representatives; rimary and noncontributing with any insurance that may be are p carried by CITY; and (3) they cannot be canceled or materially changed except after thirty (30) days' notice by the insurer to CITY by certified mail. CONSULTANT shall furnish CITY with copies of all such policies promptly upon receipt of them, or certificate evidencing the insurance. CONSULTANT may effect for its own account insurance not required under this Agreement. g. Indemnification: CONSULTANT shall defend, indemnify elected and appointed officials, and save harmless CITY, its s, from all liability from loss, officers, agents and employee including the payment by damage or injury to persons or property. CONSULTANT of any and all legal costs and attorneys' fees, in any manner arising out of the negligent, intentional and/or willful acts and/or omissions of CONSULTANT pursuant to this Agreement, including, but not limited to, all consequential damages, to the maximum extent permitted by law. 1nt of this Agreement or of 0. Assignment: No assignme an part or obligation of performance hereunder shall be made, Y either in whole or in part, by CONSULTANT without the prior written consent of CITY. 11. Damages: In the event that CONSULTANT fails to together with all documents submit to CITY the completed project, P7 and supplemental material required hereunder, in public hearing CITY, within the time set form to the reasonable satisfaction °f written consent of the or as may be extended by forth herein, as liquidated damages Pay parties hereto, CONSULTANT shall p Y to CITY , 200.00) per t as a penalty, the sum of Two Hundred dollars ($ and no which sum represents a day for each day CONSULTANT is in default, a fair reasonable endeavor by the parties hereto to estimate compensation for the foreseeable losses that might result from such performance the difficulty a default in p nce by CONSULTANT, and due to occur in establishing actual damages which would otherwise caused by CITY ting from such default, unless said default is resulting enemy, fire, floods, or by acts of God, acts of the public epidemics, or quarantine restrictions. g ree The parties hereto a 12. Independent Contractor: agents are its employers, and officers and that CONSULTANT reement and shall not be independent contractors under this Ag ed for any purpose to be employees of CITY. construed governed by Governing Law: This Agreement shall be 13. of the State of and construed in accordance with the laws California. legal proceeding 14. Attorne 's Fees - In the event any instituted to enforce any termor pr°vision of the Ag reement, is ins shall be entitled to in said legal proceeding the prevailing party arty in an recover attorneys' fees and costs from the opposing P amount determined by the court to be reasonable. 10 15. Mediation: Any dispute or controversy arising under this Agreement, or in connection with any of the terms and conditions hereof, shall be referred by the parties hereto for mediation. A third party, neutral mediation service shall be selected, as agreed upon by the parties and the costs and expenses thereof shall be borne equally by the parties hereto. In the event the parties are unable to mutually agree upon the mediator to be selected hereunder, the City Council shall select such a neutral, third party mediation service and the City Council's decision shall be final. The parties agree to utilize their good faith efforts to resolve any such dispute or controversy so submitted to mediation. It is specifically understood and agreed by the parties hereto that referral of any such dispute or controversy, and mutual good faith efforts to resolve the same thereby, shall be conditions precedent to the institution of any action or proceeding, whether at law or in equity with respect to any such dispute or controversy. 16. Entire Agreement: This Agreement supersedes any and all other agreements, either oral or in writing, between the parties with respect to the subject matter herein. Each party to this Agreement acknowledges that no representation by any party which is not embodied herein nor any other agreement, statement, or promise not contained in this Agreement shall be valid and binding. Any modification of this Agreement shall be effective only if it is in writing signed by all parties. 11 L:43 1994 AT 999-861-3117 PAGE 2 (PRINTED 78184 P, 02 94 FRI 12:20 GF` & ASSOC' i400 IN WrTH$SB WH=Xor, the Dartius hereto have executoA this of the day and y"r first set tcrth abovss CONSULTANT t GpD-.rR=SDRICK AND ABSOCIAT$8 o IPTG h� . 'red AM To Forms CITY QJ' DIAMOND DAR City AtZQrnuY A,' TESTS -city Clork 12 Mssyvr ).ZT TV-4A-tiT.).!r" -1a! )4HP rtt•n Iff .K! Ill-"' CTI AT *air VIA R4133 GF&FRIEDRICH & ASSOC., INC. CONSULTANT TO PUBLIC AGENCIES Water Resources • Infrastructure Planning Public Finance Districts February 18, 1994 Mr. David Liu Senior Engineer City of Diamond Bar 21660 East Copley Drive, Suite 190 Diamond Bar, CA 91765-4177 Subject: Proposal to Provide Assessment Engineering Services for the FY 1994-95, FY 1995-96 and FY 1996-97 Updates of Landscaping Assessment District Nos. 38, 39 and 41 for the City of Diamond Bar. Dear Mr. Liu: GFB-Friedrich & Assoc., Inc. is pleased to submit this proposal to provide assessment engineering services to the City Of Diamond Bar (City) for three consecutive fiscal years beginning with the FY 1994-95 update of the subject assessment districts. After discussing the project with you, it is apparent that the primary emphasis is to be placed on upgrading the quality of the previous reports without changing the method of spread or otherwise causing problems at the City Council level. Of further importance is the ability of the assessment engineer to lend technical support, and be an effective speaker, at public meetings. The maintenance to be financed includes landscape maintenance in public rights -of -ways and parks, including irrigation, mowing, trimming, disease control, etc. and maintaining appurtenant structures. Also included will be salaries for maintenance employees and/or contractors and the cost of required tools, equipment and supplies. The current estimate of City expenses to be assessed in Landscaping Assessment District No. 38 is approximately $256,500, with approximately 17,100 parcels subject to the proposed assessment. We believe GFB-Friedrich to be the firm of choice for this assessment engineering assignment for the following reasons: ■ The Project Manager and Assessment Engineer will be Mr. John Friedrich, P.E. He will provide "hands-on" involvement as a principal in the firm. 6809 INDIANA AVENUE • SUITE 201 • RIVERSIDE, CALIFORNIA 92506 FAX (909) 781-8435 • (909) 781-0811 Mr. David Liu February 18, 1994 Page 2 e in the East Los Angeles County ■ GFB-Friedrich has extensive public finance experienc area having recently provided services to the City of Claremont, Claremont Unified School District and the City of Pasadena. ing during each of the ■ John Friedrich has taught a 30 -hour course in assessment engineer last three winter quarters at UC Riverside Extension. ■ GFB-Friedrich understands the political sensitivity of this assessment district and the importance of providing documents that are not only accurate technically, but non- controversial aswell. ■ GFB-Friedrich has formed several 1972 Act assessment district and continues to perform the annual updates for most of these districts. Please refer to the Related Experience material provided in Exhibit "B to this proposal. The attached material includes the Scope of Work, Schedule nd Project Fee required to update et team, and a list of Related the subject assessment districts. GFB-Friedrich s propos projectthe Experience is also attached. Additionally, this proposal takes into account 1997 new requirements and and time constraints imposed by the passage of SB 773 e 72 Act), SBSB 376 (Clean-up legislation). SCOPE OF WORK GFB-Friedrich is proud of the high level et service and Ni es fromness that we provide to our creat on of the FY 1994-95 clients. It is our intent to provide a complete scope of se attendance. at public data base, preparation of the Engineer's Report and associated maps, placement of the meeting and public hearing, through confirmation of the assessments, and p assessments on the Los Angeles County tax rolls. It is our understanding No 38 and that Landscaping is included within the boundary of Landscaping Assessment s Following is a detailed description of Assessment District Nos. 39 and 41 are p j e s specific tasks that we propose to perform for three co nsec ati'n a and Lighting Actaof 1972• the p pursuant to the Landscaping g aforementioned assessment districts, p ared under the assumption This Scope of Services and the proposed Project Schedule are pre P the Cit will not increase the assessments above the FY 1993-94 ll during the life of this ,thatY contact, which means that no and the Public Meeting are Mr. David Liu February 18, 1994 Page 3 Scope of Services re uest for computer .tape of property owner information cover allom Los three assessment 1. Prepare Q Cit One tape w County Assessor (to be signed by y) districts. Attend "kick-off" meeting with City staff to obtain existing data and maps and to 2. the City's expectations for these projects• in lnnclusionation ltinteach he FY identify the works of imp determine rovement which would beeligible for 1994-95 assessment district program. all of the nt district encompassing 3. Prepare an assessment diagram for each assessme property within each district. 4. Hand enter data for defining districts, land use or other special requirements. e t district including costs of annual maintenance, 5 Prepare an estimate for each assessmenCity staff), and incidental costs for operation and administration (in conjunction with inclusion in each Engineer's Report. which will ontain the Prepare an Engineer's Report for each assessment district of assessment cas essment (• Prep Prior description of proposed improvements, cost estimate, mereview roll and assessment diagram. Submit to City staff and other consultants for o unbound copies of each Engineer's to adopting the Resolution of Intention. Submit tw Report. solutions utilizing previously -used material and comparable resolutions in GFB- 7. Prepare re Friedrich's files. Be prepared to discuss the steps necessary to de -annex a portion of the Assessment 8 P P proceedings will be District No. 38. Assist the City as required. De -annexation considered additional work. he Engineer's Reports will be Attend Ci Council meeting at which Resolutions of intention are adopted. At this 9. City will be set, and g meeting, the Public Hearing date(s)presentation as necessary• preliminarily approved. Make p 10. Amend Engineer's Report to reflect any changes in thred Submit revised Engineer's improvements to be maintained or incidental costs. Re -spread assestamdsments as members prior to Public Hearing. Report to City and other project Mr. David Liu February 18, 1994 Page 4 Attend City Council meeting(s) at which public Hearings be - are conducted. Make presentations as required. ' of each of the 1972 Act assessment rolls, provide services to place Upon confirmatioassessments on the Los Angeles County tax roll and file the n p the current fiscal years assessment diagrams with the County Auditor. City staff, legal counsel, and other necessary project consultants. Coordinate with C y three staff meetings are anticipated in addition to Project administration and mes degcribed above). the two City Council meeting 11. 12 13. 14. Tasks and Information to be provided b Others ation from Los Angeles County computer tape of property owner inform provide a check for 1 Obtain comp prepare re uest form and Assessor's Office (GB eisk)1 rep q required amount to expedite ro ect. s reports, resolutions and other data relating to the p j 2 Up-to-date maps, , reproducible map of the City, suitable for photographing on mylar• 3. A rep of improvements de appropriate- input for estimates of maintenance and servicing 4. prove PP for inclusion in each Engineer's Report. consultants whose the project- 5. rofect.g• otherhose services are required to coif necessary 6. Environmental documentation to meet CEQA requirements, Mr. David Liu February 18, 1994 Page 5 PROJECT SCHEDULE f the 1972 Act as Following is our proposed schedule that takes into accountSBe re irem nts 0 SB 1997 (Brown well as the recent requirements mandated by the passage of Act) and SB 376. This tentative FY 1994-95 schedule will be firmCouncil meetings up son the first and third on with City staff and legal counsel. This schedule assumes City g Tuesday of each month. ASAP Adopt Resolution of Initiation May 6, 1994 Complete and file Engineer's Report, on or about May 17, 1994 Adopt Resolution of Intention June 21, 1994 Conduct Public Hearing Submit assessments to L.A. County Auditor, July 15, 1994 on or about Submit corrected assessments, if any, to August 10, 1994 L.A. County Auditor, no later than KEY PERSONNEL Assessment district projects such as this requireflexiblect team theith ever�changange needs of the The team members should be responsive and g City as this assessment district is updated. GFB-Friedrich is pleased to commit the following staff members to the City Of Diamond Bar for the completion of these assessment district updates. Mr. John Friedrich, P.E., President and General Manager of GFB- Friedrich, is proposed as the considerable experience in Project Manager and Assessment Engineer. Mr. uFurl d1972 Act maintenance districts, from forming and updating public finance districts, particularly initiation through confirmation and placement of assessme is he tax roll. contact, assessment be responsible for overall project coordination, prole quality, engineering, attendance at public hearings and meetings, and for bringing in the project on-time and within budget. ( RECEIVED 23/23 14:20 1994 AT 999 -db.. -, - "» 7818435 MAR -23-94 WED 14:56 GFB & ASSOC. Mr, David Liu February 18, 1994 Page 6 Assisting Mr. Friedrich with field reviews and preparation of the assessment diagrtuna will be Mr. Scott Moore. Mr. Moore is a Designer/E tafter and has been a member of the staff of GFB-Friedrich for the past four and one-half years. Computer-related duties will be performed by Rapid Data, Inc., of Redlands. Such duties include the translation of the County Assessor's computer tape, maintenance of ownership data base, preparation of notices and generation of assessment spreads and rolls. Formed in 1962, Rapid Data does all of rise computer work for GPD-Frkdrich's larger assessment district prOjocts (over 500 parcels). Ms. Marjorie Hollinger, Principal Owner, will be in charge of Rapid Data's work. The staff listed above will be assisted by other engineers, designers, drafter's and clerical staff from GFB-Friedrich as required. An Organization Chart and Resumes of Key Personnel are included its Exhibit "A" to this proposal. A list of projects previously completed, with references and telephone numbers, by GFB- Friedrich is included in Exhibit "B," attached hereto. The proposed FY 1994-95 project labor fee for completing the tasks outlined in the Scope of Work is x,00. GFB-Priodrich proposes to invoice the City monthly on a time and materials not -to -e c basis for work completed during the previous month. Labor fees will be based on GFB-Friedrich's "Schedule of Hourly Rates," dated August 1, 1993, and attached hereto as Exhibit "C." Reimbursable outside costs such as blueprinting, printing, binding, photo duplicate mylars, mileage, courier service. County fees, and other miscellaneous outside costs will be invoiced at our cost. Sub-oonsultants, such as Rapid Data, Inc. will be invoked at our cost plus ten percent (10%). The estimated budget for reimbursable outside costs is M- and for sub -consultants (including Rapid Data) is SI.M.00. Therefore the toW proposed FY 1994-95 fee is S7,200.00 We propose that the total FY 1995-96 and FY 1996-97 fees also be $7,200.00 annually for a total threesyear contract total Of $21,600.00. Services outside of the Scope of Services given above will be invoiced additionally utilizing Exhibit "C." "Schedule of Hourly Ratcs." Such additional work shall not commeaee without prior written authorization from the City. Mr. David Liu February 18, 1994 Page 7 If the City wishes to alter the Scope of Services or the method of invoicing fees, we will be pleased to discuss such alterations. CLOSURE GFB-Friedrich appreciates being given the opportunity thistbslacceptedit this �w°eawil be pleased t l. We want very much to do this challenging work for you- If proposal enter into a formal agreement to execute the work. Sincerely, GFB-FRIEDRICH & ASSOC., INC. �Jj#ohnA.Friedrich President attachment: JAF:md Exhibit "A" ORGANIZATION CHART CITY OF DIAMOND BAR 1972 ACT ASSESSMENT DISTRICT UPDATES CITY OF DIAMOND BAR City Council ' PUBLIC WORKS DEPARTMENT David Liu, P.E. Senior Engineer PROJECT MANAGER IJohn A. Friedrich, P.E. GFB-FRIEDRICH & ASSOC. RESEARCH & MAPPING ASSESSMENT ENGINEERING DATA PROCESSING Scott J. Moore John A. Friedrich, P.E. Marjorie Hollinger GFB-FRIEDRICH & ASSOC. GFB-FRIEDRICH & ASSOC. RAPID DATA, INC. Utilize other Staff as Required GFB-FRIEDRICH & ASSOC. February 18, 1994 A-1 JOHN A. FRIEDRICH, P.E., President GFB-FRIEDRICH & ASSOC., INC. Education California State University at Los Angeles - MSCE, 1977 California State University at Northridge - BSE, 1973 Professional Licenses Registered Civil Engineer: No. 27861 - State of California No. 10451 - State of Nevada Professional Society Membership American Society of Civil Engineers American Water Works Association National Society of Professional Engineers Egperience GFB-Friedrich & Assoc. - President, 1988-Present Other Civil Engineering Consultants, 1979-1988 Amoco Reinforced Plastics Co. - Design Engineer, 1977-1979 Ameron Incorporated - Design Engineer, 1973-1977 Mr. Friedrich has specialized experience in forming and updating public finance district proceedings for public agencies in Southern California. He also has extensive experience in planning and designing water and sewerage systems for cities, counties, special districts and the federal government. Prior to forming his own firm, Mr. Friedrich was the Regional Vice President and Branch Manager for a large multi -office civil engineering consulting firm that specializes in public works and municipal engineering. Before that, he spent five years as a Senior Civil Engineer with a large civil engineering consulting firm with multiple offices and an international reputation in water and wastewater engineering. Mr. Friedrich's public finance district experience includes: ■ 1913 Act Assessment Proceedings ■ 1911 Act Bonds ■ 1915 Act Bonds • 1972 Act Assessment Proceedings • Mello -Roos Community Facilities District Proceedings and Tax Apportionment • Fee Districts ■ Standby Fees (Water and Sewer) ■ Special Taxes (Parcel Taxes) A-2 JOHN A. FRIEDRICH Page 2 of 2 Mr. Friedrich has been project manager on numerous capital infrastructure projects including water transmission, distribution and storage; sewage collection and transmission; streets and roadways; storm water collection and transmission; and coordination of public utility installations. The types of projects described above required coordination with related agencies, such as: flood control districts, railroads, Caltrans, MWD, water quality boards, health departments, fire departments, public utilities, Department of Fish and Game, other agency departments, and overlaying special districts. Coordination with local land developers and their consultants, as well as local businesses was often required. Prior to entering the private consulting field in 1979, Mr. Friedrich spent 6-1/2 years in the pipe industry where he was responsible for the design, layout and estimating of concrete, prestressed concrete, pretensioned, cement - mortar lined and coated steel, and reinforced plastic mortar pipe and fittings for both domestic and foreign pipeline projects. These projects included water, wastewater, storm drainage and cooling water pipelines. Public agencies for which Mr. Friedrich has provided professional engineering services include: City of San Bernardino City of Rancho Cucamonga City of Claremont City of Victorville City of Upland City of Cathedral City City of Riverside City of Corona City of Moreno Valley City of Chino City of Palm Desert City of Pasadena County of San Bernardino - Office of Special Districts - Transportation & Flood Control Department - West Valley Regional Manager's Office County of Riverside - Economic Development Department Winton Water and Sanitary District (Merced County) Ortega Trail Recreation and Park District Beaumont -Cherry Valley Recreation and Park District Rim of the World Recreation and Park District Marine Corps Logistics Base, Barstow, CA (U.S. Navy) City of Newport Beach City of Ontario City of Blythe City of Banning City of Rialto City of San Jacinto Easter Municipal Water District Elsinore Valley Municipal Water District Murrieta County Water District Lee Lake Water District East Valley Water District Victor Valley Water District Santa Rosa Community Services District Agua Mansa Industrial Growth Association Moreno Valley Unified School District Claremont Unified School District Palo Verde Hospital District Other Activities Instructor, "Assessment Engineering" (30 hours), University of California at Riverside (UCR) Extension. Winter Quarter 1991 Winter Quarter 1992 Winter Quarter 1993 A-3 SCOTT J• MOORE, Des►gner[Drafter GFB-FRIEDRICH & ASSOC., INC. Education chool, Riverside, one year completed California Southern Law S Riverside City College, A.S., 1988 completed two years of civil engineering education California State Polytechnic University at Pomona, Trade Or anization Membershi Inland Counties Water Association Exp_ enence GFB_Friedrich &Assoc., Inc. - Designer/Drafte1, May 1989 -Present Other Civil Engineering Consultant, August 1988 -May 1989 aration and drafting of various types of civil engineering drawings, including: Mr. Moore has experience in the Prep ■ Tentative Maps ■ Tract Maps and Parcel Maps ■ Grading Plans ■ Street Improvement Plans ■ water and Sewer Plans ■ Storm Drain Plans ■ Assessment District Boundary Maps ■ Assessment Diagrams ■ Community Facilities District Boundary Maps a series of courses in AutoCad drafting at Cal State San Bernardino in late 1992. He completed ]an and profile sheets, detail sheets, . The above types of projects required the layout and drafting of title sheets, p from the cacounties for d vicinity maps- He has also become familiar with diagrams.HeParcel is en the responsibilitycal counties section views, an s and assessmentg and often uses them in the preparation of tract map utility research on most of GFB-Friedrich's capital infrastructure design projects. He often assists potholing doing u y the exposed utilities. He also does mosso of projects occurring in the vicinity of GFB-Friedrich's Projects - coordination crews by helping them locate potholing locations and by measuring P coordination with engineers and agencystaff of other p j of table of specifications, bid documents and bid adverti0.sing for a ti Riverside Mr. Moore assisted in the preparation water, reclaimed water and sewer projects for leve-c1� �n °o another civil eng neering ficni Project County where GFB-Friedrich was acting as a sub all of GFB-Friedricb's public finance district projects, which number in He has also been involved in virtually f shirt projects, by performing field research, office and computer coordination, calculations and mapping. o Y A-4 Exhibit "B" RELATED EXPERIENCE - PUBLIC FINANCE DISTRICTS The staff at GFB-Friedrich & Assoc. has over 16 years of combined experience in public finance district engineering. The following list of public finance projects includes several projects similar to the City Of Diamond Bar update project. These similar project descriptions are entirely highlighted in bold print. 1. Landscaping & Lighting District No. LL001, City of Claremont. This 1972 Act assessment district was confirmed in March, 1990 and requires annual updating. The district finances approximately $1.2 million (or about one-half) of the annual maintenance costs for landscaping and street lighting in the City. The. City contains approximately 9,670 parcels of land. Contact: Ms. Betty Rose Sheldon, Assistant to the CFty Manager City of Claremont 207 Harvard Avenue Claremont, CA 91711 (909) 399-5462. 2. Assessment District No. 89-1, Lee Lake Water District. This 1913 Act proceeding with 1911 Act bonds was formed to finance the reconstruction of failing sewage disposal pits at the 305 -lot Butterfield Estates Tract south of the City of Corona. Approximately $694,000 worth of bonds were sold. GFB-Friedrich provided a complete range of assessment engineering services for this project. Contact: Mr. Charles Smith, Assistant Manager - Water Supply Elsinore Valley Municipal Water District 31315 Chaney Street Lake Elsinore, CA 92531-3000 (909) 674-3146. 3. Annual Update of Lighting District No. 1 - City of Blythe. Formed in 1987, this 1972 Act Lighting District requires annual updating. Approximately $100,000 is assessed annually to owners of 3,000 parcels in the City of Blythe. GFB- Friedrich provided the updates for the 1989/90, 1990/91, 1991/92 and 1992/93 fiscal years. Contact: Mr. Newell Sorensen, Development Service Department City of Blythe 440 South Main Blythe, CA 92225 (619) 922-6130. ME Community Facilities District No. 89-1 (Agua Mansa Industrial Center), Agua 4, Co GFB-Friedrich was retained to Mansa Indust►ial Growth Association (AMIGA)• Dint owers prepare boundary maps and the Public Report fiverside, the County of San Bernardino, agency, AMIGA is made up of the County City of Colton, the Cit of Rialto and the City of Riverside. •in Riverside D rs Count 300- thea C y acre project on land zoned for industrial use, is located partly imum of $1695 partly in San Bernardino County. Authorization to sell 'am h als prepared the vo worh of Mello -Roos bonds was secured in 1990. GFB Fr roll for this CFD. ram Manager for Economic Development Contact: Mr. Dwane Burgess, Program San Bernardino County Economic and Community Development Department 474 West Fifth Street San Bernardino, CA 92415-0040 (909) 387-4853. 5. FY 1990/91 Collection of Special Taxes for Community Facilities District of roperty are Murrieta County Water District. Owners of approximately ed a roximately $141,000 annually to service bonded debt and incidental costs for tax PP the construction of water and sewer facilities. Contact: Mr. Tim Crough, District Engineer Murrieta County Water District 42290 Ivy Street Murrieta, CA 92362 (909) 677-7667. Assessment District No. 994, City of San Bernardino. A City Wide street lighting 6' er 12.90 of the (Charter) City Code and street sweeping district formed under Chaptfree in the to finance those maintenance activities, the money ou bout the C'rty•1 T district Fund will be used for increased police protects g confirmed in contains approximately 45,000 assessable parcels. This district was neer's Report 1990. GFB-Friedrich prepared the assessment formula and the Eng' management The City of San Bernardino provided computer services and data base and does the annual updates. , Director of Public Works/City Engineer Contact: Mr. Roger Hardgrave City of San Bernardino 303 North "D" Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. MN n as Phase I of the 7. Assessment District No. 977A, City of San Bernardino. s Actrwith 915 Act bonds Cajon and June Area Acquisition Assessment District, financed one-third of the major infrastructure costs for a 92 -lot confirmed in residential subdivision in the northwest area of the City. This district Engineer 990. Contact: Mr. Roger Hardgrave, Director of Public Works/City 8 City of San Bernardino 303 North "D" Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. 8. Assessment District No. 977B, City of San Bernardino. Known as Phase II of the Cajon and June Area Acquisition Assessment Districtl this 1913 Act with 1915 Act costs fora 185 -lot residential subdiv� onds ion financed one-third of the major infrastructure in the northwest area of the City.vThD district was ublicf Works/City Engineer rmed in 1991. Contact: Mr. Roger Hardg , City of San Bernardino 303 North "D" Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. 9. Landscape Maintenance District No. 1, City of Banning. GFB-Friedrich was retained to provide formation services fora 1�9a72 Act assessment and median landscaping which he rict which will provide the funds necessary to maintain ryal on or near Wilson Street. The District, City requires as a Condition of App approximately formed in 1990, was initially comprised of app Y 500 proposed lots. This District requires annual updating. Contact: Mr. Paul Toor, City Engineer City of Banning 99 East Ramsey Street Banning, CA 92220 (909) 922-1230. 10. Special Tax District, Palo Verde Hospital District. GFB-Friedrich was rcellined thospital recommend a specific special tax roximately to ent to $250t000 he inr special 8t�f nding. The district intended to obtain pp two weeks. The measure garnered a 56 percent preliminary work was completed within vote and was defeated. This project occurred in early 1992. Contact: Mr. Les Nelson, City Manager City of Blythe 220 North Spring Street Blythe, CA 92225 (619) 922-6161 Winton Water and Sanitary District, 11. Community Facilities District No. 90-1, This CFD No. 90-1 financed water and sewer infrastructure improvements or Atwater, CA. provided special tax 925 future dwelling units in roved ea County 19 1. GFB Friedrich P presentations Mello -Roos District was approve Special tax formula, and p services including the Tax Apportionment Report, before developer groups and District oaro the Bof oard meetings. Contact: Mr. Ray Eason, Pres district oa Winton Water and Sanitary 6951 North Winton Way Winton, CA 95388 (209) 358-2367. District No. 68-4632, Ortega Trail Recreation and park D�ment ct- 12. Assessment and Lighting Act of 1972, Formed pursuant to the Landscaping for a community recreation center in district is providing a portion of the anCs prised of 6.600 parcels of land, this the Wildomar Area of Riverside County.o requires annual updating. district was approved in late 1990 an Mr. Alain Grenier, Chief Administrator Contact: Ortega Trail Recreation and Park District 252 North Main Street Lake Elsinore, CA 92330 (q09) 674-6941. Cit of San Bernardino. This 1913 Act procedure with 13. Assessment District No. 90 c e sheet widening, veme 1915 Act bonds was used to finance infrastructure impr culvert bridge; benefit zones. or storm drain Facilities financed included a traffic signal an a ° Area Im rovement District, sidewalks, curb and gutter, street lights for a major street; and a major system and detention bas Designated ag roximately 850 parcels and was confirmed in 1991. this assessment district included grave, Director of Public Works/City Engine er Contact: Mr. Rog City of San Bernardino 303 North "D" Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. City of Pasadena. After receiving an 80% approval by Special Tax District, approximately $1 >300,000 to finance the 14. Library p lace . FY vote, the City retained GFB-Fried funding. CP t annual collection took p expected shortfall in their library 1993/94. trick Clarke, Associate Planner Contact: Mr. Pa City of Pasadena 100 North Garfield Avenue Pasadena, CA 91109-7215 (818) 405-4206. 15. Community Facilities District No. 91-1, Moreno Valley Unified School District. GFB-Friedrich was retained to prepare the boundary map, voter roll and Public Report. This CFD, through a successful landowner election in 1992, has the authorization to issue a maximum of $240,000,000 in phased bond sales for the construction of several master -planned elementary, middle and high schools, as well as district support facilities. This CFD is comprised of a series of non-contiguous residential and commercial/industrial projects which are nearing development. Contract: Dr. Paul Baird, Director of Facilities Moreno Valley Unified School District 13911 Perris Boulevard Moreno Valley, CA 92388 (909) 485-5600. 16. Assessment District No. 91-1, City of Banning. Known as the Wilson Street Assessment District, this project was part acquisition and part construction. Major peripheral street, water, sewer, flood control and underground utility construction was financed for two non-contiguous residential tracts and a future commercial property. Confirmed in October 1991, this 1913 Act assessment district issued $3,422,134 worth of 1915 Act bonds. Contact: Mr. Paul Toor, City Engineer City of Banning 99 East Ramsey Street Banning, CA 92220 (909) 922-1230. 17. Assessment district No. 1003, City of San Bernardino. A 1913 procedure utilizing 1915 Act bonds, this assessment district financed the street, water, sewer and drainage improvements for the Cajon Blvd. & Pepper Linden Drive Acquisition Assessment District. Developed by Century Homes, this project consists of 101 residential lots. This district was confirmed in June of 1992, and $857,060 worth of bonds were sold. Contact: Mr. Roger Hardgrave, Director of Public Works/City Engineer. City of San Bernardino 303 North "D" Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. IM 'ct No. 68-4633, Ortega Trail Recreation and of 1972, this IS. Assessment Distrk District. a m and Lighting A ct Formed in 1992 pursuant to the Landscap' g provides; a portion of the operations and maintenance financing assessment district p tel $500,000 annually. and trails in Riverside County near Lake Elsinore. This district for a series of parte tsof land and generates appro�nm Y contains over 17,040 parcels Thins district requires annual updating. Contact: Mr. Alain Grenier, Chief Administrator Ortega Trail Recreation and Park District 252 North Main Ar et Lake Elsinore, 92330 (909) 674-6941. Services District. Confirmed ent District N°• 90-1, Santa Rosa Community 5 Act bImprovement, 19.rading,drainage and this assessment district utilized the 1913 A�'o s wi hlrelated finds• mp • h 1992, Paved road exte included several non-contiguous p parcel of land, several of which water improvements, This district is comprised of 39 p can neral 8 be further subdivided- The confirmed assessment $1,511,500• eTt was Contact: Mr. Ralph Morrow, Ge F Santa Rosa Community Facilities District 41785 Enterprise Circle South, Suite A Temecula,. CA 92390 (909) 676-2646. 20, Landscaping Lighting and Park District No. 11 City of San Jacinto. Formed in in street lights and traffic this 1972 Act assessment distr►ct has five separate zones that mance June of 1992, public landscaping) the operation and maintenance of p and street trees. A total of $321,040 was assessed in the initial fisca signals, pare year. This district must be updated annually. Contact: Mr. Les Evans, Public Works Director City of San Jacinto 201 East Main Street San Jacinto, CA 92383 (909) 487-7327. 21. Utility Undergrounding Assessment District No. 669 City of Newpoized $192 1rt Beach. December 1992, this 1913 Act assessment district ditelephone Ines on475 or Confirmed m D rased of 26 of 1915 Act bonds to finance a Seventh andthe EighthStgreets. This district is comp near Bay Avenue between S parcels of land. Contact: Mr. Dick Hofstadt, Senior Civil Engineer City of Newport Beach 3300 Newport Boulevard Newport Beach, CA 92658-8915 (714) 644-3311. Recreation Assessment District, Claremont Unified School District. A 1972 Act 22. Recrea portion of the maintenance assessment district was utilized to finance the public � rooms, and appurtenant of the school d'istrict's athletic fields, swimming nae In the formation year, FY landscaping, lighting, fencing, parking, signage. 1 993/94 $1,120,000 was assessed to property owners within the school district. ves, Assistant Superintendent, Business Services Contact: Ms. Dena Gra Claremont Unified School District 2080 North Mountain Avenue Claremont, CA 91711 (909) 398-0602. ects, GFB-Friedrich has been selected to provide public finance In addition to the above p ro � district services for the following projects: will ce 1. Formation proceedings for a second assessment district ect facilities l t esn n the several Rosa of new paved roads, storm drain facilities and community sessment district will utilize 1913 Act proceedings Co tY Services District. This as and 1915 Act bonds. Formation proceedings for Assessment District No. 93-1, ane9clece tercl procedure ommercial 2. Form P 1915 Act bonds to finance infrastructure for the Masi o subdivision in the City of Rancho Cucamonga. August 1, 1993 Exhibit "C" GFB-FRIEDRICH & ASSOC INC. SCHEDULE OF HOURLY RATES NOTE Normal overtime will be invoiced at 1.50 times .00 times standard hod hourly rate. Olyrree on Sundays and holidays will be invoiced 1994 and shall be This Schedule of Hourl is i effe cct hanges through the cost of living and the Union subject to annual revision based Labor Agreement. C-1 RATE CLASSIFICATION $ per hour 96.00 p 1. Principal Registered Engineer $ $ 90.00 per hour 84.00 per hour 2, 2a. Senior Registered Engineer $ 78 � per hour hour 63.0er 3, 4. _Project Manager Drafter/Field Inspector $ $ per p 63.00 p hour 4a. Special Districts Analyst $ 72.00 per hour 145.00 per hour 5, 6. Designer Part 2 -Man Survey y $ $ 192.00 per hour 7. 3 -Man Survey Party $ 70.00 per hour 8. Survey Computer $ $ 37.00 per hour 35.00 per hour 9. Clerical 10. Engineering Aide Sub -Consultant Sub -Consultants Fee plus 10% Blueprints, Reproduction Vendor Costs & Courier Service $ 0.36 per mile Job Travel $ 20.00 per hour Delivery plus mileage NOTE Normal overtime will be invoiced at 1.50 times .00 times standard hod hourly rate. Olyrree on Sundays and holidays will be invoiced 1994 and shall be This Schedule of Hourl is i effe cct hanges through the cost of living and the Union subject to annual revision based Labor Agreement. C-1 i. C rPf4NY '; FY 94- �s FY T,5 - 5'6 133 4 pi _- ------ i17liLTgGITS.ItiiG ___`VTI�O_uJ__ Y �� a.» __�3j _ Exhibit "B" RELATED EXPERIENCE - PUBLIC FINANCE DISTRICTS n public finance includes several projects The staff at GFB.Friedrich &Assoc. has over lu publicfinance projects s Of cOl experience 1 ions are district engineering. The following lis Pro ect descriptions similar to the City Of Diamond Bar update project. These similar p j entirely highlighted in bold print. 1972 Act District No. LL001, City of Claremont. T dating. 1. Landscaping &Lighting and requires annual ul assessment district was confirmed in March, on ( districtfinances approximately $1.2 million (or aboue one-half) he City con�ta� ual The tenant in and street lighting in th Y maintenance costs for landscaping approximately 9,670 parcels of land. Contact: Ms. Betty Rose Sheldon, Assistant to the City Manager City of Claremont 207 Harvard Avenue Claremont, CA 91711 (909) 399-5462. Lee Lake Water District. This 1913 Act proceeding 2 Assessment District No. 89-1, re disposal with 1911 Act bonds was formed to finance the recf Cci 1O of Corona. sewage disposal pits at the worth f bonds old states Tract GFB Fr rich provided a complete range of $694,000 worth ° ro ect. assessment engineering services for this p Contact: Mr. Charles Smith, Assistant Manager Water - Water Supply Elsinore Valley Municipal istrict 31315 Chaney Street Lake Elsinore, CA 92531-3000 (909) 674-3146. District No. 1 -City of Blythe. Formed in 1987) this 3. Annual Update of Lighting uric annual updating. Approximately $1�edrich 1972 Act Lighting District req G - assessed annually to owners of 3,000 parcels in the City of Blythe. provided the updates for the 1989!90, 1990/9 Servli 9e Depart2 and m9en/93 fiscal years. P Contact: Mr. Newell Sorensen, Development City of Blythe 440 South Main Blythe, CA 92225 (619) 922-6130. ME 4. Community Facilities District No. 89-1 (Ague Mansa Industrial Center), Agua Mansa Industrial Growth Association (AMIGA). GFB-Friedrich was retained to prepare boundary maps and the Public Report for CFD No. 89-1. A joint powers agency, AMIGA is made up of the County of Riverside, the County of San Bernardino, the City of Colton, the City of Rialto and the City of Riverside. CFD No. 89-1, a 300 - acre project on land zoned for industrial use, is located partly in Riverside County and partly in San Bernardino County. Authorization to sell a maximum of $16,500,000 worth of Mello -Roos bonds was secured in 1990. GFB-Friedrich also prepared the voter roll for this CFD. Contact: Mr. Dwane Burgess, Program Manager for Economic Development San Bernardino County Economic and Community Development Department 474 West Fifth Street San Bernardino, CA 92415-0040 (909) 387-4853. 5. FY 1990/91 Collection of Special Taxes for Community Facilities District No. 88-1, Murrieta County Water District. Owners of approximately 850 parcels of property are taxed approximately $141,000 annually to service bonded debt and incidental costs for the construction of water and sewer facilities. Contact: Mr. Tim Crough, District Engineer Murrieta County Water District 42290 Ivy Street Murrieta, CA 92362 (909) 677-7667. 6. Assessment District No. 994, City of San Bernardino. A City Wide street lighting and street sweeping district formed under Chapter 12.90 of the (Charter) City Code to finance those maintenance activities, the money now free in the City's General Fund will be used for increased police protection throughout the City. This district contains approximately 45,000 assessable parcels. This district was confirmed in 1990. GFB-Friedrich prepared the assessment formula and the Engineer's Report. The City of San Bernardino provided computer services and data base management and does the annual updates. Contact: Mr. Roger Hardgrave, Director of Public Works/City Engineer City of San Bernardino 303 North "D " Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. 30 7. Assessment District No. 977A, City of San Bernardino. Known as Phase I of the Cajon and June Area Acquisition Assessment District, this 1913 Act with 1915 Act bonds financed one-third of the major infrastructure costs for a 92 -lot residential subdivision in the northwest area of the City. This district was confirmed in 1990. Contact: Mr. Roger Hardgrave, Director of Public Works/City Engineer City of San Bernardino 303 North "D" Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. 8. Assessment District No. 977B, City of San Bernardino. Known as Phase II of the Cajon and June Area Acquisition Assessment District, this 1913 Act with 1915 Act bonds financed one-third of the major infrastructure costs for a 185 -lot residential subdivision in the northwest area of the City. This district was confirmed in 1991. Contact: Mr. Roger Hardgrave, Director of Public Works/City Engineer City of San Bernardino 303 North "D" Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. 9. Landscape Maintenance District No. 1, City of Banning. GFB-Friedrich was retained to provide formation services for a 1972 Act assessment district which will provide the funds necessary to maintain parkway and median landscaping which the City requires as a Condition of Approval on or near Wilson Street. The District, formed in 1990, was initially comprised of approximately 500 proposed lots. This District requires annual updating. Contact: Mr. Paul Toor, City Engineer City of Banning 99 East Ramsey Street Banning, CA 92220 (909) 922-1230. 10. Special Tax District, Palo Verde Hospital District. GFB-Friedrich was retained to recommend a specific special tax rate to present to the voters. The 8,000 -parcel hospital district intended to obtain approximately $250,000 in special tax funding. The preliminary work was completed within two weeks. The measure garnered a 56 percent vote and was defeated. This project occurred in early 1992. Contact: Mr. Les Nelson, City Manager City of Blythe 220 North Spring Street Blythe, CA 92225 (619) 922-6161 IM 11. Community Facilities District No. 90-1, Winton Water and Sanitary District, Atwater, CA. CFD No. 90-1 financed water and sewer infrastructure improvements for 925 future dwelling units in Merced County. The total bond issue was $2,650,000. This Mello -Roos District was approved in early 1991. GFB-Friedrich provided special tax services including the Tax Apportionment Report, special tax formula, and presentations before developer groups and District Board of Directors meetings. Contact: Mr. Ray Eason, President of the Board Winton Water and Sanitary District 6951 North Winton Way Winton, CA 95388 (209) 358-2367. 12. Assessment District No. 68-4632, Ortega Trail Recreation and Park District. Formed pursuant to the Landscaping and Lighting Act of 1972, this assessment district is providing a portion of the financing for a community recreation center in the Wildomar Area of Riverside County. Comprised of 6.600 parcels of land, this district was approved in late 1990 and requires annual updating. Contact: Mr. Alain Grenier, Chief Administrator Ortega Trail Recreation and Park District 252 North Main Street Lake Elsinore, CA 92330 (909) 674-6941. 13. Assessment District No. 987, City of San Bernardino. This 1913 Act procedure with 1915 Act bonds was used to finance infrastructure improvements in three benefit zones. Facilities financed included a traffic signal and a box culvert bridge; street widening, sidewalks, curb and gutter, street lights for a major street; and a major storm drain system and detention basin. Designated as the Verdemont Area Improvement District, this assessment district included approximately 850 parcels and was confirmed in 1991. Contact: Mr. Roger Hardgrave, Director of Public Works/City Engineer City of San Bernardino 303 North "D" Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. 14. Library Special Tax District, City of Pasadena. After receiving an 80% approval by vote, the City retained GFB-Friedrich to collect approximately $1,300,000 to finance the expected shortfall in their library funding. The first annual collection took place in FY 1993/94. Contact: Mr. Patrick Clarke, Associate Planner City of Pasadena 100 North Garfield Avenue Pasadena, CA 91109-7215 (818) 405-4206. 15. Community Facilities District No. 91-1, Moreno Valley Unified School District. GFB-Friedrich was retained to prepare the boundary map, voter roll and Public Report. This CFD, through a successful landowner election in 1992, has the authorization to issue a maximum of $240,000,000 in phased bond sales for the construction of several master -planned elementary, middle and high schools, as well as district support facilities. This CFD is comprised of a series of non-contiguous residential and commercial/industrial projects which are nearing development. Contract: Dr. Paul Baird, Director of Facilities Moreno Valley Unified School District 13911 Perris Boulevard Moreno Valley, CA 92388 (909) 485-5600. 16. Assessment District No. 91-1, City of Banning. Known as the Wilson Street Assessment District, this project was part acquisition and part construction. Major peripheral street, water, sewer, flood control and underground utility construction was financed for two non-contiguous residential tracts and a future commercial property. Confirmed in October 1991, this 1913 Act assessment district issued $3,422,134 worth of 1915 Act bonds. Contact: Mr. Paul Toor, City Engineer City of Banning 99 East Ramsey Street Banning, CA 92220 (909) 922-1230. 17. Assessment district No. 1003, City of San Bernardino. A 1913 procedure utilizing 1915 Act bonds, this assessment district financed the street, water, sewer and drainage improvements for the Cajon Blvd. & Pepper Linden Drive Acquisition Assessment District. Developed by Century Homes, this project consists of 101 residential lots. This district was confirmed in June of 1992, and $857,060 worth of bonds were sold. Contact: Mr. Roger Hardgrave, Director of Public Works/City Engineer City of San Bernardino 303 North "D " Street, 3rd Floor San Bernardino, CA 92418 (909) 384-5111. B-5 18. Assessment District No. 68-4633, Ortega Trail Recreation and Park District. Formed in 1992 pursuant to the Landscaping and Lighting Act of 1972, this assessment district provides a portion of the operations and maintenance financing for a series of parks and trails in Riverside County near Lake Elsinore. This district contains over 17,000 parcels of land and generates approximately $500,000 annually. This district requires annual updating. Contact: Mr. Alain Grenier, Chief Administrator Ortega Trail Recreation and Park District 252 North Main Street Lake Elsinore, CA 92330 (909) 674-6941. 19. Assessment District No. 90-1, Santa Rosa Community Services District. Confirmed 1992, this assessment district utilized the 1913 Act with 1915 Act bonds. Improvements included several non-contiguous paved road extensions with related grading, drainage and water improvements. This district is comprised of 39 parcels of land, several of which can be further subdivided. The confirmed assessment was $1,511,500. Contact: Mr. Ralph Morrow, General Manager Santa Rosa Community Facilities District 41785 Enterprise Circle South, Suite A Temecula, CA 92390 (909) 676-2646. 20. Landscaping, Lighting and Park District No. 1, City of San Jacinto. Formed in June of 1992, this 1972 Act assessment district has five separate zones that finance the operation and maintenance of public landscaping, street lights and traffic signals, parks, and street trees. A total of $321,040 was assessed in the initial fiscal year. This district must be updated annually. Contact: Mr. Les Evans, Public Works Director City of San Jacinto 201 East Main Street San Jacinto, CA 92383 (909) 487-7327. 21. Utility Undergrounding Assessment District No. 66, City of Newport Beach. Confirmed in December 1992, this 1913 Act assessment district utilized $192,475 worth of 1915 Act bonds to finance the undergrounding of electric and telephone lines on or near Bay Avenue between Seventh and Eighth Streets. This district is comprised of 26 parcels of land. Contact: Mr. Dick Hofstadt, Senior Civil Engineer City of Newport Beach 3300 Newport Boulevard Newport Beach, CA 92658-8915 (714) 644-3311. • 22. Recreation Assessment District, Claremont Unified School District. A 1972 Act assessment district was utilized to finance the public use portion of the maintenance of the school district's athletic fields, swimming pool, rest rooms, and appurtenant landscaping, lighting, fencing, parking, and signage. In the formation year, FY 1993!94, $1,120,000 was assessed to property owners within the school district. Contact: Ms. Dena Graves, Assistant Superintendent, Business Services Claremont Unified School District 2080 North Mountain Avenue Claremont, CA 91711 (909) 398-0602. In addition to the above projects, GFB-Friedrich has been selected to provide public finance district services for the following projects: 1. Formation proceedings for a second assessment district that will finance several segments of new paved roads, storm drain facilities and water facilities in the Santa Rosa Community Services District. This assessment district will utilize 1913 Act proceedings and 1915 Act bonds. 2. Formation proceedings for Assessment District No. 93-1, a 1913 Act procedure with 1915 Act bonds to finance infrastructure for the Masi Commercecenter, a commercial subdivision in the City of Rancho Cucamonga. B-7 August 1, 1993 Exhibit "C" GFB-FRIEDRICH & ASSOC., INC. SCHEDULE OF HOURLY RATES NOTE: Normal overtime will be invoiced at 1.50 times standard hourly rate. Overtime on Sundays and holidays will be invoiced at 2.00 times standard hourly rate. This Schedule of Hourly Rates is in effect through July 31, 1994 and shall be subject to annual revision based on changes in the cost of living and the Union Labor Agreement. C-1 CLASSIFICATION RATE 1. Principal $ 96.00 per hour 2. Senior Registered Engineer $ 90.00 per hour 2a. Registered Engineer $ $ 84.00 per hour 78.00 per hour 3. Project Manager $ 63.00 per hour 4. 4a. Drafter/Field Inspector Special Districts Analyst $ 63.00 per hour 5. Designer $ 72.00 per hour 6. 2 -Man Survey Party $ 145.00 per hour 7. 3 -Man Survey Party $ 192.00 per hour 8. Survey Computer $ $ 70.00 per hour 37.00 per hour 9. 10. Clerical Engineering Aide $ 35.00 per hour Sub -Consultants Sub -Consultant Fee plus 10% Blueprints, Reproduction Vendor Costs & Courier Service Job Travel $ 0.36 per mile Delivery $ 20.00 per hour plus mileage NOTE: Normal overtime will be invoiced at 1.50 times standard hourly rate. Overtime on Sundays and holidays will be invoiced at 2.00 times standard hourly rate. This Schedule of Hourly Rates is in effect through July 31, 1994 and shall be subject to annual revision based on changes in the cost of living and the Union Labor Agreement. C-1 'A7 February 18, 1994 WILLDAN ASSOCIATES ❑ ENGINEERS & PLANNERS Professional Consulting Services Since 1964 Mr. David Liu Department of Public Works City of Diamond Bar 21660 East Copley Drive, Suite 190 Diamond Bar, California 91765-4177 Dear Mr. Liu: We are pleased to submit this proposal regarding the annual administration of Landscaping Assessment District Nos. 38, 39, and 41 for Fiscal Years 1994/95 1995/96, and 1996/97. In addition to the following Scope of Services, enclosed please find our Related Experience, Project Fee, and a letter of recommendation from one of our clients. Willdan Associates has formed over thirty 1972 Act districts and currently administers 25 of these districts. This gives Willdan a breadth of experience in addressing the political implications and property owner concerns which can arise from special taxing districts. Scope of Services Generally the assessment engineer is asked to perform all tasks related to the Engineer's Report, preparation of a boundary map, and submittal of annual assessments to the Los Angeles County Auditor -Controller. These tasks may be outlined as follows: I. Strategy Meetings Identify City concerns regarding assessment rates, items to be included in the district cost estimate, and information regarding the existing 1972 Act district. Meet to discuss and review the assessment methodology, capital improvement budgets, proposed operation and maintenance budgets, resulting assessment rates, and status of the project. EBB S. WEST STREET • SUITE 300 - ANAHEIM. CALIFORNIA 92802-1845 • (714) 563-3200 • FAX (714) 563-3299 Mr. David Liu City of Diamond Bar February 18, 1994 Page 2 II. Setup of District (1994/95 only) Obtain existing database from City. Establish district database on Willdan's computer system. Compare district databases with independent data to verify parcel count. III. Compute the Assessment for Each Parcel Collect pertinent assessor parcel information from the County Assessor to determine parcel changes and associated parcel factors (such as land use, acreage, etc.) Calculate the assessments for each assessable parcel using the existing method of assessment. IV. Prepare Engineer's Reports Describe the improvements/services which are being funded by each district. Finalize the cost estimate for the improvements/services being funded. Prepare an assessment diagram identifying the boundaries of each district. Prepare assessment rolls to be on file with City Clerk. Ten copies of each report will be submitted to the City for approval, confirmation, and distribution. V. Attend Public Meeting and Public Hearing Available to present Engineer's Reports to City Council. Answer property owner questions as required. Modify Engineer's Reports, as necessary VI. Place Assessments on County Assessor's Roll Submit the assessments on computer tape to the County Auditor/Controller. Reconcile rejected parcels from the County, if any. Submit final rolls to the City. VII. Possible Deannexation of Parcels (1994/95 only) If requested, perform deannexation of certain parcels and amend Engineer's Report to reflect the deannexation. Mr. David Liu City of Diamond Bar February 18, 1994 Page 3 As an alternative, Willdan could investigate the creation of a separate zone of benefit for these parcels. VIII. Information Meetings (1994/95 only) If requested by the City, lead workshop meetings with Council members to discuss district issues. If necessary, attend one community meeting to address property owner concerns. The City will provide the following: 1. Computer tape of last year's database including, assessor parcel numbers, rates, and control totals. 2. Cost and budget information for the 1994/1995 annual levy. 3. Assistance in field research, if necessary (determination of the number of apartment units for a new apartment complex, verification a parcel is undeveloped, etc.). 4. Resolutions and legal counsel regarding procedural matters. 5. The City will request from the County a current parcelization map to be used as the base for the city-wide Assessment Diagram. If you have any questions concerning this proposal, please contact Angelique Lucero. submitted, Te J. odrigue V ce President el' a M. Lucero Division Manager TJR:AML:RDL:pol Enclosures 89130/2000/010.lp738 RELATED EXPERIENCE DESCRIPTION OF ASSESSMENT DISTRICT ACT ANNUAL DISTRICT SERVICE PARCEL REQUIREMENTS COUNT PROJECT NAME/PROJECT MANAGERS AGENCY IMPROVEMENTS City of Orange: Formation and Administration of Landscape and Lighting City of Orange Mr. Bob Knaak, Ms. Jeanne Arehart Landscaping Landscape and Lighting Act of $400,000 1,460 District No. 86-2 300 E. Chapman Ave Improvements 1972 Project Management: William Stookey, Placentia, 2666 Angel Lucero, Am Shepherd 5500 City of San Clemente: Formation and Administration of Street Landscape and City of San Clemente Mr. Akram Hindeyah Lighting and Landscape and Lighting Act of $1,300,000 24,222 Lighting District No. 1 910 Calle Negocio #10 San Clemente, CA 92762 Landscape Maintenance 1972 Project Management: William Stookey, Angel Lucero, Eileen Scheibl 14 498-2533 City of Encinitas: Administration of City of Encinitas Lighting and g g Landscape and Landscape and Lighting District Ms. Sandra Vinocar Landscape Lighting Act of $71,000 19,952 Project Management: Jerome Fournier, 505 S. Vulcan Ave. Encinitas, CA 92024 Maintenance 1972 Amy Shepherd ('619)633-2000 City of Alhambra: Administration of & Lighting District No. 1 , & City of Alhambra Mr. Terry James & Mr. Scott Fabbro Lighting & Landscape Landscape & Lighting Act of Landscape Police Facilities Assessment District 111 S. First St. Maintenance/ 1972/ Benefit $4,800,000 36,168 Project Management: Roy Butler, Angel Alhambra, CA 91801 Construct Police Assessment Act o Lucero, Amy Shepherd (818)570-3228 Facility 1982 City of Baldwin Park: Administration of a City of Baldwin Park Mr. Adan Idnani Lighting and Landscape and 14,151 Landscape District and a Lighting District c91706 Landscape Lighting Act of $1,300,000 Project Management: Angel Lucero, Amy Barin ParkaCAEast Maintenance 1972 Shepherd 818 813-5255 City of Bellflower: Landscape and Lighting City of Bellflower Lighting and Landscape and District No. 70 Mr. Steve Hageman 16600 Civic Center Drive Landscape Lighting Act of $450,000 12,453 Project Management: Angel Lucero, Bellflower, CA 90706 Maintenance 1972 Richard Leigh (310)804-1424 RELATED EXPERIENCE ASSESSMENT ANNUAL DISTRICT DESCRIPTION OF DISTRICT SERVICE PARCEL REQUIREMENTS COUNT PROJECT NAME/PROJECT MANAGERS AGENCY IMPROVEMENTS ACT City of Chino: Administration of Landscape & Lighting Districts Nos. 75-1, 75-2, 76-1, City of Chino Mr. Pat Malloy, Ms. Shirley Bennett Lighting and Landscape Landscape and Lighting Act of $301,000 2,500 76-1, and 83-2 5050 Schaefer Ave. Maintenance for 1972 Project Management: Angel Lucero, Amy Chino, CA 91710 over 50 zones Shepherd County of Los Angeles: Formation of (909)591-9883 Mountains Recreation Conservation Improvements for Landscape and Landscaping and Lighting District 9 9 Authority; Director, Special Programs p arks and recreation Lighting Act of $50,000,000 1,800,000 No. 92-1 3750 Solstice Canyon Road facilities and open 1972 Project Management: William Stookey, Malibu, CA 90265 space acquisition Angel Lucero (310)456-5046 City of Ontario: Formation and City of Ontario Lighting Landscape and and Lighting Administration of Landscaping 9 9 Mr. Leroy Bender y Maintenance & Lighting Act of $104,000 600 District No. 1 Management: Angel Lucero, Richard Leigh 303 E. B St. Ontario, CA 91746 Improvements 1972 909 391-2581 City of Seal each: Formation and City f- Seal Beach Lighting and Landscape and Administration of Landscaping and Lighting Mr. Dennis Jue Landscape Lighting Act of $140,000 6,000 District No. 1 Management: Amy Shepard 211 8th Street Seal Beach, CA 90740 Maintenance 1972 (3101431-2527 City of Newport Beach: Formation of Open Space District City of Newport Beach Mr. Kevin Murphy Acquisition of land Landscape and Lighting Act of Advisory Measure 27,000 not passed by Project Management: Roy Butler, Angel 3300 Newport Blvd. Newport Beach, CA 92659 for open space purposes 1972 voters Lucero, Richard Leigh, William Stookey 14644-3000 City of Newport Beach: Feasibility of City of Newport Beach Lighting and Landscape and Landscape and Lighting District Mr. Jeff Staneart Landscape Lighting Act of Not applicable 27,000 Project Management: Roy Butler, Angel 3300 Newport Blvd. Newport Beach, CA 92659 Maintenance 1972 Lucero, Richard Leigh (714)644-3011 PROJECT FEE FOR CITY OF DIAMOND BAR DISTRICT NOS. 38,39 and 41 FISCAL R. LEIGH A. LUCERO PROJECT DIVISION MANAGER MANAGER Q$84 @$113 1994/95 E. SCHEIBLY ASSESSMENT MISC. ANALYST OUTSIDE 0$67 COSTS TOTAL PROPOSED FEE I. STRATEGY MEETINGS 111. COMPUTE ASSESSMENT VI. ASSESSMENT ROLL $1,000 $400 $2,500 $100 $4,000 IV. ENGINEER'S REPORT PREPARATION 800 200 500 250 1,750 V. PUBLIC HEARING 0 800 0 0 800 11. SETUP OF DATABASE (1994/95 ONLY) 0 0 1,000 0 1,000 SUBTOTAL FISCAL 1994/95 $1,800 $1,600 $4,000 $380 $7,550 ADDITIONAL SERVICES: Al. DEANNEXATION OF PARCELS (1994/95 ONLY) VIII. INFORMATION MEETING (1994/95 ONLY) 1,000 400 750 600 250 0 0 0 2,000 1.000 FISCAL 1994/95 (WITH ADDITIONAL SERVICES) TOTAL FISCAL 1998/96 TOTAL FISCAL 1996/97 $3,200 $11890 $1,985 $2,750 $1,470 $1,544 $4,250 $3,150 $3,308 $350 $368 $386 $10,550 $6,878 $7,221 September 20, 1993 0 F C E OFFICE OF AUDITOR -CONTROLLER Angelique Lucero Willdan Associates 888 S. West Street, Suite 300 Anaheim, CA 92802-1845 Dear Angel, STEVEN E. LEWIS AUDITOR -CONTROLLER FINANCE BUILDING 630 NORTH BROADWAY P. O. BOX 567 SANTA ANA, CA 92702-0567 TELEPHONE: (714) 834-2450 FAX: (714) 834.2569 The month of August is finally over and special assessments are completed for another year. Out of the $207,070,490.50 in special assessments, Willdan was again responsible for 25% of all special assessments that were included on the tax bills for Orange County. Your fine staff of professionals have never let me down and I seem to expect more from them because they always deliver more. Members of your staff contacted me in March as they started to prepare for the August deadlines. They were thinking about special assessments before I did this year. The comment that I constantly got was, "I want to make sure that everthing is done right the first time." It must be very good for you as a manager to have a staff with such a high work ethic. My office deals with several of your people and they all feel as I do, that a job done by Willdan is a job well done. Angel, if I got the same co-operation from other consultants my job would be a lot easier and the special assessment process would be completed more timely. The high accuracy rate that Willdan has makes my job during a very busy time a bit more bearable. I honestly feel that attitude comes from the top and you are obviously doing a lot of things right for your people to have the dedication that they show me at all times. Be proud of them, and please let them know how much the Tax Unit appreciates their excellent performance. Mary Manson Supervisor, Orange County Auditor -Controller Tax Unit a FD132.26 Proposal ANNUAL DISTRICT ENGINEERING EXISTING LANDSCAPE DISTRICTS for CITY OF DIAMOND BAR Attn: Mr. David Liu, Senior Engineer February 14, 1994 moor ■■!r ®®or Hall & Fbreman, Inc. Civil Engineering -Planning -Surveying -Public Works Mr. David Liu, Senior Engineer City of Diamond Bar Department of Public Works 21660 E. Copley Drive, Suite 190 Diamond Bar, CA 91765-4177 PROPOSAL FOR ANNUAL DISTRICT ENGINEERING Dear Mr. Liu: I appreciated the opportunity to discuss the subject project with you and explain our experience and capabilities. Hall and Foreman, Inc. therefore proposes to provide the City of Diamond Bar with Assessment Engineering services for the existing Landscape Districts 38, 39 and 41 for a three year period. Hall and Foreman has the experienced and qualified professional and technical staff necessary to complete the project as required by the City of Diamond Bar. The project manager, Mr. Bob Lewis, P.E. has extensive experience in all types of assessment districts, including the 1972 Lighting and Landscaping Act. Mr. Lewis is very proficient in computer software, CADD, and programming. He will provide the majority of the work required for this project. Hall and Foreman makes a commitment to provide Mr. Lewis for the time duration needed to - complete this project. As discussed, Hall and Foreman intends to provide the following services: Gather available information The City will supply the proposed annual budgets and existing fund balance of each District. The City will identify any funds, outside of assessments, used to fund the Districts. Initially, the City will supply the list of parcels and assessments from the previous year engineer's reports for each District. This information is 13821 Newport Avenue, Suite 200 Tustin, Clitornia 92680-7803 Page - 1 Tel 714'544-3404 Fax 714 544-31 55 understood to be available in printed form and in 9 track ASCII computer tape. Hall and Foreman will dump this information into a database file and update the information according to the recent County Assessors maps. Each successive year, Hall and Foreman will review the County Assessor's Rolls to determine the current parcel information. The City will provide a current citywide map on mylar to be used in the development of the District Assessment Diagram. The City will provide any updates to the citywide map for new developments or changes to the City boundary. 2. Meet with City to discuss the Districts Hall and Foreman will meet annually with the City staff and appropriate Council Committee and determine the philosophy and history of the District. It is understood by this proposal that the subject Districts already exist, that the scope of each District will not change, that the City is satisfied with the applicability of the spread formulas, and that modified assessments are desired to meet District budgets. It is also understood that the boundaries of the District may change at any time during the proceedings due to annexation or de -annexation. 3. Prepare the annual Engineer's Report Hall and Foreman will annually determine the preliminary assessment rate(s) based on the existing spread formula. This rate will be discussed with the City to verify the amount. If the assessment rate for any parcel increases, the City is required to notify the property owner of the increase and of the public hearings. This proposal does not anticipate that assessment rates will increase and does not include preparation of mailings. Hall and Foreman will prepare an Engineer's Report for each District. The Engineer's Report will consist of a detailed description of the improvements included in the District, a list of expenditures and revenues for the District the determination of the assessment rate, a diagram indicating the boundary of the district and a description of the parcels, and a listing of all parcels in the District and the proposed assessment. Page - 2 ��� 4. Attend Public Hearings Hall and Foreman will annually attend the two public hearings to present the Engineer's Report to the Council. Any protests will be recorded and a percentage of protest reported. It is not anticipated that public workshops will be required, therefore participation in public presentations is not included in this proposal. 5. Modify the Engineer's Report Hall and Foreman will annually modify the Engineer's Report based on Council direction at the public hearings. The modified and approved Engineer's Report will be provided to the City Clerk and City Engineer for filing. 6. Provide Yearly Assessments to the County Auditor Controller Hall and Foreman will annually make a computer tape, formatted to County requirements, and containing the individual parcel assessments. The City will supply a certified copy of the Council Resolution, which, along with the tape, will be hand delivered to the County offices. Any exceptions to the parcel list will be researched and corrected. These exceptions will be corrected before any deadlines for submittal. 7. Provide Final Copies of Assessments Hall and Foreman will annually provide the final Engineer's Report, - including a list of assessments to be collected by the County of Los Angeles. At the end of the three year period, Hall and Foreman will provide the City with a computer disk containing an ASCII listing of all parcels, owners of record, and zones, factors, or identifiers used in determining the yearly assessments. Hall and Foreman will retain ownership of any programs used to update, calculate, or produce final report, exhibit, or tape output. Or ®r Page - 3 Hall and Foreman can provide staff at all professional and technical levels that - have worked on various assessment districts. A list of assessment districts completed by members of the proposed design team is as follows: - 1. Yorba Linda Water District, AD 79-1 (Ohio and Oriente), a 1913 Act proceedings to install sewer mains, at a cost of $242,000 spread over 56 parcels. Project Manager: Sam Peterson, P.E. 2. Yorba Linda Water District, AD 92-1 (Oriente Dr & Danita Lane), a 1913 Act proceedings to install sewer mains, at a projected cost of $187,000, spread over 12 parcels. Project Manager: Sam Peterson, P.E. Assessment Engineer: Bob Lewis, P.E. 3. Apple Valley Water District, AD -2, a 1913/ 1915 act proceeding and bonds to construct sewer mains, at an estimated cost of $11,376,000, spread over 2173 parcels. Project Manager: Max Sloan, P.E. Assessment Engineer: Bob Lewis, P.E. 4. City of Costa Mesa, AD 82-1 (Sterling Avenue), a 1913/1911 act proceeding & bond to construct alley improvements, at a cost of $175,000, spread over 104 parcels. Project Manager: Ron Wolford, P.E. - Assessment Engineer: Bob Lewis, P.E. 5. City of Oceanside, AD 81-3 (San Francisco Peak), a 191311915 act proceedings and bond to construct a reservoir, water mains, sewer lift station and sewer mains, at a confirmed cost of $5,065,590, spread over 722 parcels. Also yearly division of lands and assessment and preparation of yearly assessment tape and Auditor's Report. Project Manager: Richard O. Rafanovic, P.E. Assessment Engineer: Bob Lewis, P.E. 6. City of Oceanside, AD 79-03 (Guajome Talone), a 1913/1915 act proceeding and bonds for 295 parcels, provided division of lands and assessment and preparation of yearly assessment tape and Auditor's Report. Project Manager and Assessment Engineer: Bob Lewis, P. E. 7. City of San Clemente, AD 83-11 (Pier Bowl), a 1913/1915 act proceedings and bond to construct street improvements, at a cost of $259,000, spread over 60 parcels. Project Manager: Thornton Piersall, P.E. Assessment Engineer: Bob Lewis, P.E. Page - 4 ■■ r 8. Hi Desert County Water District, AD 78-1, a 1913! 1915 act proceeding and bond to construct water improvements including a steel reservoir, for a cost of $1,240,000, spread over 185 parcels. Project Manager: Max Sloan, P.E. Assessment Engineer: Bob Lewis, P.E. 8. City of Encinitas, AD 92-10 (Seeman Drive Sewers), a 191311915 act proceedings and bonds for the construction of sewers, at a cost of $253,000 spread over 29 parcels. Project Manager and Assessment Engineer: Bob Lewis, P.E. 9. City of Imperial Beach, 1972 Street Light District, to finance maintenance and servicing of street lights for a district of 4,912 parcels. Project Manager: Chuck Bras, P.E. Assessment Engineer: Bob Lewis, P.E. 10. City of Monrovia, 1972 Street Light District, to finance maintenance - and servicing of street lights for a citywide assessment district. Project Manager: Ery Spindel, P.E. Assessment Engineer: Bob Lewis, P.E. 11. City of Oceanside, 1972 Street Light District, to finance maintenance and servicing of street lights for a citywide assessment district. Project Manager: Richard Rafanovic, P.E. Assessment Engineer: Bob Lewis, P.E. 12 City of San Clemente, 1972 Street Light District, to finance maintenance and servicing of street lights for a citywide assessment district. Project Manager: Ron Wolford, P.E. Assessment Engineer. Bob Lewis, P.E. 13. City of Stanton, 1972 Street Light District, to finance maintenance _ and servicing of street lights for a citywide assessment district. Provided yearly engineer's report and assessment tapes. Project Manager: Ron Wolford, P.E. Assessment Engineer: Bob Lewis, P.E. 14. City of Vista, 1972 Street Light District, to finance maintenance and servicing of street lights for a citywide assessment district. Project - Manager. Ron Wolford, P.E. Assessment Engineer: Bob Lewis, P.E. 15. City of Yorba Linda, 1972 Street Light District, to finance maintenance and servicing of street lights for a citywide assessment district. Provided yearly engineer's report and assessment tapes. Project Manager: Roy Stephenson, P.E. Assessment Engineer: Bob Lewis, P.E. Page - 5 ®o mr ■■ r d 16. City of Cerritos, Coyotes Lighting and Landscaping District, to finance maintenance and servicing of street lights and landscaping improvements for a district °7 Provide ly t eer's report and assessmen pes Pro1ect Managerand Assessment Engineer: Engineer: Bob Lewis, P.E. 17. City of Brea, 1972 Act Lighting and Landscape District, to finance maintenance and servicing of street light and landscaping for a citywide district of 9,934 parcels. Project Manager and Assessment Engineer: Bob Lewis, P.E. nraanization and credentials of the Finn A brief history and summary of capabilities of Hall and Foreman, Inc is attached as Appendix "A". Proposed Staff for the Proiect The project team will consist of Mr. Jon Bourgeois, P.E., (Project Director and Principal), Mr. Bob Lewis, P.E., (Senior Project Manager and Assessment Engineer), various technical staff to provide assessment diagrams, and research, and a qualified contractor to provide the magnetic tape for the County Auditor Controller. The Project Director, Mr. Jon Bourgeois, P.E., will provide the corporate assurance that this project will be completed according to the needs of the City of Diamond Bar. Mr. Bourgeois will also oversee the project to see that all cost and schedule budgets are met or exceeded. Mr. Bourgeois will sign all contracts for the company. The Assessment Engineer, Mr. Bob Lewis. P.E., will meet with the City and complete all the requirements of the assessment district. Mr. Lewis, with over 23 years of experience in the public works and assessment engineering field, is very well acquainted with the proceedings required for this project. He has completed a draft Engineer's Report for the City of Brea and has provided the City of Cerritos with annual assessment engineering for seven years, since the District formation. Mr. Lewis is very knowledgeable about computers, including the various database, CADD, word processing, software, and data formatting programs. He has written the output and data programs used in the assessment districts already completed. Page - 6 ®■ ®r mmr.. Various technical staff will assist Mr. Lewis in the preparation of reports and exhibits for the district.magnetic d several tape manufacturing contractors to make the netic t pes for the County Auditor Controller. g nr�esed �raanizational Ghart for the Proie�t Mr. David Liu LHALL & FOREMAN Jon Bourgeois, P.E. Project Director J - HALL FOREMAN Bob Lewis, P.E. Senior Project Manager/ Assessment Engineer City of Cerritos, Mr. Geri DeMasi, Department of Internal Affairs, Admin Assistant (310)-860-0311 City of Encinitas, Mr. Lloyd Holt, Assistant City Engineer, (619)-944-5079 City of Brea, Mr. Pat McCarron, Director of Maintenance Services, (714)-990-7648 City of Santa Ana, Mr. Ron Wolford, Director of Construction Services, (714)-565-4027 Yorba Linda Water District, Mr. Chuck Gray Engineering Manager, (714)-777-3748 Page - 7 Fee For Proposed Services Hall and Foreman will provide the services detailed in this proposal for the years 1994-1996. Hall and Foreman will provide the detailed services for all three Districts for the fee indicated. The fees indicated are based on all three District events, meetings, etc. occurring concurrently. Hall and Foreman will invoice actual costs, based on a schedule of hourly rates filed with the City for each year, and not to exceed the following fee for each year. An escalation of 5% is included in each year's estimate to provide for - increased hourly labor rates. 1994 Assessment Engineering $ 8,800 1995 Assessment Engineering $ 6,500 1996 Assessment Engineering $ 6,825 TOTAL PROPOSAL $22,125 See Exhibit "A", attached, for fee rate schedule applicable during the 1994 assessment report preparation. Each year, a revised schedule of hourly rates will be provided to the City of Diamond Bar for determination of invoiced fees. m®®r Page - 8 omr A tl+hor Information person, persons, company, or parties interested in We do declare that the only p are named therein; that the proposal is made without the proposal as principals, ersons, company, or parties submitting a collusion with any other person, p proposal; that it is in all respects fair and ing f d authority t withoutfith cool the consultant. fraud, and that the signer of the proposal has Hall and Foreman, Inc. has the required insurance and can provide the City with certificates of insurance if awarded the contract. T We do declare that the experience and tical for the success eccess of this project. Hall of assessment engineering of Mr. Bob Lewis, P.E. and Foreman shall commit to the availability 'shallf Mr. Lewis to retain Mr. Lewis as an as complete this project. Hall and Fore and or subconsultant of this firm for the ton this project withoution of the project. lthe wFtten an shall not substitute or replace Mr. Lewis approval of the City of Diamond Bar. We trust that this proposal demonstrates our capability and commitment to work with the City of Diamond Bar on this project. We look forward to discussing this project with you at an interview. Sincerely, HALL & FOREMAN, INC. Jon E. Bourgeois, P.E. Vice President/ Principal M. Robert Lewis, P.E. Senior Project Manager! Assessment Engineer mo r Page - 9 ■ EXHIBIT "A" SCHEDULE OF HOURLY BILLINGING9RATES August 1, 1993 through July OFFICE- $125.00/Hour Principal $100.00/Hour Project Director/Sr. Project Manager $ 90.00/Hour Project Manager $ 85.00/14our Project Engineer/Project Surveyor $ 90.00/Hour CARD Designer $ 65.00/Hour Designer $ 60.00/Hour CARD Drafter/Drafter $ 35.00/Hour Engineering Aide/Administration SURVEY: $ 90.00/Hour Survey Manager $180.00/Hour 3 -Man Survey Party $140.00/Hour 2 -Man Survey Party le ining a N°�: It is Consultant's policy to v meet alhit sle requirements expe ted that all nlvoicesawill be paid competent and professional level of service. In return, invoices will inquent n a timely manner. It is agreed and understood that all d on the x considered st(61st))da after sixty (60) days after invoice date. If invoicremains ect and ninety (90) days after invoice date invoice date, Consultant will stop work on project, Consultant will lien the property. Note 2: Client shall pay the cost, plus 15%, for any applicable governmental fees, title company - charges, well monuments, outside vendor reproduction costs, in requested, reproduction cost, and delivery or messenger services incurred on Clients typically provide any additional back-up e a computer printout which details these costs. We do not typ y p for these generally nominal expenses as part of our fee. Note 3: Miscellaneous fees shall be billed monthly as they are incurred. Invoices shall be considered due and payable upon presentation. Note 4: In the event this Agreement is breached, terminated, or canceled, or if Additional Services are required, then Client shall pay Hall & Foreman, Inc. per the foregoing. Note 5: The above Schedule of Hourly Billing Rates is for straight time only. In the case of overtime, the rate charged will be 1-1/2 times the hourly rates shown, and for Sundays and holidays, 3 times the hourly rate shown. Note The above Schedule of Hourly Billing Rates shall be adjusted in accordance with Paragraph 25 of the Standard Provisions of this Agreement. samr mo rA APPENDIX "A" moor emr 1. FACT SHEET Company: HALL & FOREMAN, INC. Founded: 1961 Offices: 13 821 Newport Avenue, Suite 200 Tustin, CA 92680 (714) 544-3404 3602 Inland Empire Blvd., Suite C-320 Ontario, CA 91764 (909) 941-3570 74-040 Highway 111, Suite L-214 Palm Desert, CA 92260 (619) 346-8161 Principals: George D. Shambeck, P.L.S., President Richard R. Doolittle, P.E., Executive Vice President Jon E. Bourgeois, P.E., Vice President John C. Hogan, P.E., Vice President Jon E. Sollie, P.L.S., Vice President Vice Presidents: Sam W. Peterson, P.E., Senior Vice President Warner P. Younis, P.E., Vice President Associates: Steve Reiner, P.E., Project Director/Ontario Roger W. Watson, P.L.S., Project Surveyor Harold A. Garcelon, P.E., Production Manager Personnel: 45 Employees 12 Registered Civil Engineers • 4 Licensed Land Surveyors Experience: Over 32 years of professional service to Orange, Los Angeles, San Bernardino and Riverside County agencies, developers and other professionals. Disciplines: Municipal/Agency Engineering Land Surveying Right -of -Way Engineering Infrastructure Design Traffic Engineering Construction Staking/Management Computer Systems: AutoCAD, AdCADD, CIVILCADD, Integraph MicroStation PC, IBM PC's, VAX 4000/60, Micro VAX 3100/30, fully networked. Public/Private Sector Work Breakdown: 50/50 At A Glance: Mission Statement Performance Commitment Established Quality Control Plan ®®® moo Established Affirmative Action Plan om r A PERFORMANCE COMMITMENT "DEDICATED TO OUR CLIENTS" 1, Your Project will be overseen by a Project Director, an ears of relevant profess onal Associate or a Principal with at least 10 y 2, To provide you with the best information to as ist your co decis -saving options we will advise you of potential cost-effective wherever possible. 3. As your "advocate", we will provide you with recommended directions, initiatives and tactics to best represent and protect your interests. se you - 4, We will provide you with a Project elatedechangeule s or lchanges fin eAgency impact on the schedule of project procedures. 5. To keep you up-to-date on the progress of your active Project, we will provide a written Status Report at least once every 6. Telephone calls will be returned within four (4) working hours. - 7. We will provide you with notes from every meeting we attend relative to your Projecttees at any . during our g, You, as our Client, are invitedovisit our off of your Project - so mePlease call, normal working hours to review the so that we can have the appropriate Staff available. 9 As our Client, you are partof our "Preferred Client Network", which will make available to you, information we obtain regarding properties, business opportunities and industry and technical issues. r many — 10. You are invited to call for our d San Bernusive ardino Counties to helpuick Look System" oi your areas of Orange, Riverside initial assessment of properties under consideration. moor mmr 1, SERVICES On-time performance, cost-effective design and tenacious follow-through are the benchmarks of Hall & Foreman, Inc. Our capabilities include: Feasibility Studies/Reports Infrastructure Master Planning _ Transportation Planning Highway/Freeway Design Traffic Engineering Drainage/Flood Control Water Resource Engineering Sewer/Sanitation Engineering Capital Improvement Projects Standards and Specifications Plan Check Consulting Redevelopment Projects Assessment Districts Maintenance Districts LAND PLANNING CIVIL ENGINEERING Site Planning Commercial Centers Subdivision Engineering Regional/Core Planned Community Shopping Centers Developments Office Parks - Traffic/Transportation Universities/Colleges Engineering Condominium Developments Schools Churches Apartment Projects Parks/Golf Courses Condominium Conversions Airport Design Mobile Home Parks Industrial Parks PUBLIC WORKS ENGINEERING Feasibility Studies/Reports Infrastructure Master Planning _ Transportation Planning Highway/Freeway Design Traffic Engineering Drainage/Flood Control Water Resource Engineering Sewer/Sanitation Engineering Capital Improvement Projects Standards and Specifications Plan Check Consulting Redevelopment Projects Assessment Districts Maintenance Districts LAND PLANNING — LAND SURVEYING Boundary/Lot Surveys -- Topographic Surveys Aerial Topographic Surveys Land Title Surveys (ALTA) Alignment/Route Surveys Horizontal Control Surveys Vertical Control Surveys Construction Staking Verification Surveys GEORGE D. SHAMBECK, P.L.S. smor President/Principal ®■ , Tentative Maps Site Planning Vesting Tentative Maps Site Investigation Environmental Analysis Conceptual Layout and Design Environmental Impact Reports Feasibility Studies Environmental Impact Studies General Plan Amendments Transportation Planning Zoning Documents Airport Planning Specific Plans — LAND SURVEYING Boundary/Lot Surveys -- Topographic Surveys Aerial Topographic Surveys Land Title Surveys (ALTA) Alignment/Route Surveys Horizontal Control Surveys Vertical Control Surveys Construction Staking Verification Surveys GEORGE D. SHAMBECK, P.L.S. smor President/Principal ®■ , GOVERNMENT AGENCIES - SCHOOLS - CHURCHES HOSPITALS - CEMETERIES - GOLF COURSES City of Anaheim City of Brea - City of Carson City of Costa Mesa City of Fontana City of Fountain Valley City of Huntington Beach City of La Habra _._ City of La Palma City of La Quinta City of Laguna Beach City of Montebello City of Norwalk City of Ontario City of Orange City of Placentia City of Pomona City of Rancho Cucamonga City of Rancho Mirage City of Redondo Beach City of Rialto City of San Juan Capistrano City of Santa Ana City of Santa Fe Springs City of Twentynine Palms City of Westminster City of Whittier County of Orange Orange County Environmental Management Agency, Orange County Environmental Management Agency, Housing and Community Development Division Orange County Flood Control District Orange County Transportation Authority Yorba Linda Water District Metropolitan Water District San Bernardino County Flood Control District Chapman University Rancho Santiago College T Santa Ana Board of Education University of California at Irvine T University of California at Los Angeles Calvary Chapel of Costa Mesa Calvary Chapel of Dana Point Crossroads of Revival Monrovia Baptist Church Trinity Interfaith Church Unity Church of Tustin Victory Outreach Right -Of -Way Division Bristol General Hospital Chapman General Hospital Fountain Valley Hospital Mission Medical Center Park Center Medical Center Fairhaven Memorial Park Loma Vista Memorial Park Memory Garden Memorial Park Orange County Cemetery District Green River Golf Course Mission Viejo Golf Course Riverview Golf Course moor ®■r A February 17, 1994 Dear Mr. Liu: Dwight French & Associates, Inc. (DFA) is pleased to submit this proposal for the preparation of the detachment of the Landscaping Assessment District 38. A scope of work items is enclosed for your review. Compensation for the services will be a lump sum of $5,000. Cost for postage, of approximately $200, is not included in the price. If you need further clarification, please contact me. Sincerely, DWIGHT FRENCH & ASSOCIATES, INC. Danny Chow DC:ymo \ "P%U&dc ■ 1470 South Valley Vista Drive, Suite 140, Diamond Bar, California 91765 ■ (909) 860-3566 Fax No. (909) 860-3476 a Mr. David Liu Senior Engineer .� City of Diamond Bar r 21660 E. Copley Drive v o Suite 190 -a Diamond Bar, CA 91765 N =+ z w Subject: Assessment District 38 Fiscal Year 1994-95 Detachment Dear Mr. Liu: Dwight French & Associates, Inc. (DFA) is pleased to submit this proposal for the preparation of the detachment of the Landscaping Assessment District 38. A scope of work items is enclosed for your review. Compensation for the services will be a lump sum of $5,000. Cost for postage, of approximately $200, is not included in the price. If you need further clarification, please contact me. Sincerely, DWIGHT FRENCH & ASSOCIATES, INC. Danny Chow DC:ymo \ "P%U&dc ■ 1470 South Valley Vista Drive, Suite 140, Diamond Bar, California 91765 ■ (909) 860-3566 Fax No. (909) 860-3476 a DWIGHT FRENCH & ASSOCIATES Diamond Bar Assessment District 38 Fiscal Year 1994-95 Detachment SCOPE OF WORK 1. DFA performs a study to determine benefit received by the area proposed to be detached from existing District. 2. DFA prepares Resolution to Initiate Proceedings and order Engineer's Report for City's use. 3. DFA purchases assessor's maps from County. 4. DFA identifies parcel changes by comparing printout of 1993-94 data and assessor's maps and updates data base accordingly. 5. DFA purchases mailing labels from County. g. DFA then prepares the 1994-95 Engineer's Reports, revises files with a as ess ent diagram, reviews with City staff, revises as required, 7. DFA prepares joint Notice of Public Meeting and Public Hearing. 8. DFA prepares Resolution of Intention to adopt Engineer's Report and sets Public Meeting and Public Hearing dates for City's use. 9 DFA provides notices, stuffs into envelopes, then gives to the City for mailing- lo. ailing.1o. DFA prepares Resolution of Adoption to confirm the assessment diagram and orders the detachment for City's use. 11. DFA prepares and attends Public Meeting and Public Hearing. \propNb445.dc February 17, 1994 Mr. David Liu Senior Engineer City of Diamond Bar 21660 E. Copley Drive Suite 190 Diamond Bar, CA 91765 Subject: Assessment scat Year994 Districts95Update and 41 F Dear Mr. Liu: s leased to submit this proposal for the Dwight French &Associates, Inc. (DFA) ip e of the Landscaping Assessment Districts 38, 39, and preparation of the annual updat 41. It is our understanding that the annual assessment will remain the same amount as last year. A scope of work items is enclohe first year, and $7,200sed for your review. Compensation hsecond and third yeah, P be a lump sum of $8,800ofor maps of approximately $2,550 is not included in the prices. Cost of purchasing as If you need further clarification, please contact me. Sincerely, DWIGHT FRENCH & ASSOCIATES, INC. Danny Chow DC:ymo \prop\b444.dc ■ 1470 South Valley Vista Drive, Suite 140, Diamond Bar, California 91765 •i ■ (909) 860.3566 Fax No. (909) 860-3476 ■ DMOHT FRENCH &P ASSOGIATE5 Diamond Bar Assessment Districts Fiscal Year 1994-95 Update SCOPE OF WORK 1. City provides computer tape file of 1993-94 assessment data to DFA (first year only). 2. DFA creates data base from tape file for processing (first year only). 3. DFA prepares Resolution to Initiate Proceedings and order Engineer's Report for City's use. 4. DFA identifies parcel changes by comparing printout of 1993-94 data and assessor's maps (provided by City), and updates data base accordingly. 5. Based on City's budget, DFA spreads the assessment per the formula detailed in the Engineer's Report. 6. DFA then prepares the 1994-95 Engineer's Reports, reviews with City staff, revises as required, and files with City Clerk. 7. DFA prepares Resolution of Intention to adopt Engineer's Report and sets Public Hearing date for City's use. 8. DFA publishes Resolution of Intention to give notice of hearing per Section 22626 of the Landscaping and Lighting Act. 9. DFA prepares Resolution of Adoption to confirm the assessment and orders the levy for City's use. 10. DFA prepares and attends Public Hearing. 11. DFA revises and re -spreads the assessment as required by Council. 12. DFA revises Engineer's Reports to reflect changes and files with City Clerk. 13. DFA prepares computer tape file in County required format, submits to County for processing. 14. DFA receives County unmatch list, researches parcel changes and submits corrections to County. 15. DFA incorporates parcel changes to data base, prints hard copy for City's use. I DGiq CONSULTANTS • INC. We've Moved — New Corporate Address: 2130 East 4th Street suite 100 Santa Ana, CA 92705 (714) 568-0200 Fax (714) 568-5434 �ebruary 18, 1994 �ity of Diamond Bar Department of Public Works 21660 E. Copley Drive, Suite 190 a m Diamond Bar. CA 91765-4177 o Cl) ATTN: Mr. David G. Liu, P.E._ m m � Senior Engineer q �� o AR SERVICE =C SUBJECT: PROPOSAL TO PRO CAPE ASSESSMENT AGREEMENT FOR 3 LANDS DISTRICTS (LANDSCAPE DISTRICTS #38, #39, AND ) Dear Mr. Liu: p DGA Consultants, Inc. (DGA) is leased to present this proposal for the subject project in accordance with your request. Included as Exhibit "A" is a fee proposal for each district. Greg Kahlen and 1 appreciate the time you spent with us to review the scope of work for this assignment. We know how valuable your time is, with the volume of work that requires your attention in directing the engineering staff. In our 29 -year history, DGA has completed over 3,500 projects for municipalities. We have performed or administered design work, conducted with special sasaessmies anent prepared special reports. Our staff experienced procedures. Mr. Gerald J. Lindquist, R.C.E. would be assigned as the Assessment Engineer. and Mr Lindquist will oversee staff preparation iths,the City andtwillimake,final assessment lists. He will be the main contact w decisions regarding recommendations for cost estimates and assessments. He will be and uality Control by responsible for Quality Assurance comQletion stages. DGA'sreviewing scope of work wouldat the 30%. 60%, 90%, and 10 P include any or all of the following for each subject landscape district, on a yearly basis: 1182 North Tustin St. orange. CA 92667 (714) 744-0802 Fax(714)538-2152 Other office Locations: Ontario Temecula San Diego Project Initiation Meet with representatives of the City, bond counsel, and other interested parties, to discuss the project, especially any special circumstances involved. ary • Review project ew pe and methods ofblish determining ena d assessing its Of benefit and review costs. Mr. David Liu February 18, 1994 Page 2 Proiect Initiation (Continued) • Review ranges of assessments for individual parcels, based upon available information, to be used for soliciting property owner support. Make revisions to assumed project scope, benefit limits and ranges of individual assessments as considered desirable. Petition Services • unsel by providing t Assist bond co description of the work, boundary maps, assessors maps, county tapes and other information and assistance, as required. • Review the adequacy of petition on a form provided by bond counsel. Spread of Costs various • Review the methodsboundaries dofermination each district and subjectitthe o approval bond parcels within the counsel. • Prepare a preliminary cost appropriations and assessment estimate based upon preliminary cost information. • Determine the final assessment based upon the final engineer's estimate, and upon discussions with City staff and public hearings. Representation • Provide representation at informal meetings with property owners and/or their representatives which may be held at various stages of the proceedings to explain the methods of assessment and to answer questions relative thereto. Recommendations will be made to minimize conflicts and future disputes of methodology . • Provide representation at public meetings at which the districts are to be considered. • Testify at the public hearing and at any continuances thereof, as to benefits and other matters relative thereto. Mr. David Liu February 19, 1.994 Page 3 Representation (Continued) • Consult and maintain liaison with the bond counsel, appraisers retained for the districts, public agencies, utility companies, and other jurisdictions concerning costs and other matters relative to the districts. • Respond to and maintain a log of inquiries of property owners,odiadvise property owners of known opponents and the reasons for their op p Mao and Exhibit Preparation • Prepare exhibits for meetings, hearings and legal notices, as required. • Revise the record boundary map and assessment diagram as necessary to reflect changes in parcel configuration. • Provide originals or copies of any maps, calculations or other documents prepared relative to the districts. Provide updated assessor's polls. Individual parcels with appropriate parcel • designation, owner's name, address, and amount of assessment to be listed in the format required by the County Auditor/Controller. Hearing Notice Service • Prepare a mailing list of all property owners within the district boundaries that is based upon the latest records of the county assessor. Engineer's Report Preparation • Prepare the engineer's report, exclusive of plans and specifications, including revisions that are ordered at or prior to the public hearing. • Execute the engineer's report as Engineer of Work. • Provide the required number of copies of the engineer's report, exclusive of plans and specifications, and an equal number of copies of an amended report if required by revisions that are ordered at or prior to the public hearing. An ASCII file will be provided to the City for each district which will contain the parcel number, owner's name, address, and assessment value for each parcel in the District. Mr. David Liu February 18, 1994 Page 4 Thank you for this opportunity to be of service to the City of Diamond Bar. We look forward to working with you and your staff. If you have any questions, please call me or Greg Kahlen at (714) 568-0200. Very truly yours, DGA FQ�SULTANTS, INC. Jh R. Cuervo V c President/Secretary JRC/smb Enclosure EXHIBIT A contained in our technical proposal, the following fee In accordance with the scope of services proposal has been prepared. All fees are based on lump sum basis for each item. Expenses anticipated and not included are as follows: Public Agency Administration Fee Council Fee Printing Costs Publication Mailing Labels Posting of Notices Recording Fees Postage in technical DGA proposes to provide any engineering and consulting serve rate le dated March 1, 1993, for a fee on a time-andon atnegotiated, e l otic edlsin accordance fixed fee amount.with t e ra which is attached, or g These services would be provided on written authorization from the City. ES: Out-of-pocket expenses (blueprint, reproductions, printing) will MISCELLANEOUS CHARG be billed at cost plus 15%. SUBCONTRACTS: A 15% fee for administrationor�inetVononnd handling will be added to subcontracted services. All of the above rates are subject EXHIBIT A (CONTINUED) DGA CONSULTANTS, INC. MARCH L 1993 MUNICIPAL SCHEDULE OF HOURLY RATES HOURLY HOURLY RATES90.00 C A S31FICAT ION RATES CLASSIFICATION $115.00 Senior Contract Administrator Principal 110.00 Contract Administrator 84.00 City Engineer 105.00 Spvsr. Public Works Observation 78.00 Senior Division Manager Senior Public Works Observer 66.00 Division Manager 95.00 85.00 Public Works Observer $7.00 Project Manger 80.00 Building Official 90.00 Project Engineer 75.00 Engineer Building Plan Check Eng 80.00 Senior Engineer 70.00 Building Plan Examiner 75.00 Associate Engineer 65.00 Supervisor Building Inspection 70.00 Design Engineer 60.00 110.00 Building Inspector Traffic Engineer 70.00 Asst. Building Inspector 55.00 Senior CAD Designer $1.00 65.00 Structural Inspector CAD Designer 60.00 Spvsr. Licensed Land Surveyor 100.00 Junior CAD Designer 90.00 60.00 Survey Manager Senior CAD Drafter Survey Party Chief 79.00 CAD Drafter 50.00 Two -Man Field Party 158.00 Junior CAD Drafter 40.00 205.00 55.00 Three -Man Field Party Senior Drafter Senior Office Survey Analyst $1.00 Technical Aide 30.00 Office Survey Analyst 75.00 Senior Plan Checker 75.00 90.00 65.00 ROW Specialist Plan Checker 11 35.00 60.00 Word Processor Plan Checker I ES: Out-of-pocket expenses (blueprint, reproductions, printing) will MISCELLANEOUS CHARG be billed at cost plus 15%. SUBCONTRACTS: A 15% fee for administrationor�inetVononnd handling will be added to subcontracted services. All of the above rates are subject RKA Civil Engineers Inc. February 17, 1994 David Liu Senior Engineer City of Diamond Bar 21660 E. Copley Drive, Suite 100 Diamond Bar, CA 91765 Dear David: We at RKA are happy to provide the C9D'am d Bar ithour proposal r alfr assessment engineering services for the 1995 Lighting Assessment Districts No's. 38, 39 and 41. Our services will include the spreading of the assessments, the Engineer's Report, conversion of data to County accepted format, the filing of the assessment with the County, attendance at all public hearings (both formal and informal), all maps, attendance at all coordination meetings with City staff and all Resolutions (with reports as necessary). The 1994-95 Assessment Engineering Services for the LLA's are broken down as follows: District 38 $ 8,800.00 District 39 $ 3,000.00 District 41 1,500.0 TOTAL PROGRAM $13,300.00 These figures should be used in preparation of the LLA budgets for professional services. We will not invoice the City for any of the above described services until your next Fiscal Year (1994-95) and/or the Council approval for the 94-95 Budget. If the City were to issue a three year contract, RKA commits to maintain the same fee schedule per district for each of the three years. eon As additional would bects come on line, and are borne by the developer annexed into these districts, costs for said annexation through tract deposits. The fees would be invoiced separate of the regular Assessment District fees. 398 S. Lemon Creek Dr., Suite E a Walnut, California 91789 ■ (909) 594-9702 (818) 331-8323 FAX (909) 594-2658 It is important to note the following: RKA will be responsible for the correctness of the assessment and commits to pay any penalties assessed b.,,- the County for late corrections. This is predicated on the fact that the "Engineey's Report" (or revised report) is approved by Council before the last day of June 1.994. There are no de-annexatio.'I procedures. Such a process would require notifications and a great deal of unnecessary work. It would draw attention to the entire district and subsequently challenge its validity. Our proposal provides the assessment of $0.00 in areas where benefits are not realized. We feel this process would be more acceptable financially and politically. RKA is of the understanding that there are no increases in assessments eliminating the need for notifications through first class mail. Therefore, such services are not provided for in this proposal. This project will be under the direction of Jack G. Istik, a 17 -year resident of Diamond Bar, who will coordinate all elements of the spreading of assessments for each district. Assisting Mr. Istik on the project will b-�.: • Bob Morgenstern Assessment Engineer • Richard Ditrtalanta Senior Draftsman We are backed by a competent staff of 25 employees (not including part-time engineering interns or contractual employees). We also have the support of our own blueprinting company, K -Five Blueprints. RKA has extensive experience in assessment engineering. At present we provide assessment engineering services for the following cities: CITY YEARS OF SERVICE DISTRICTS PARCELS AMOUNT Walnut 12 1 (12 zones) 5,500 $2,000.000.00 La Habra Heights 5 2 3,000 $ 520,000.00 La Verne 6 5 10,000 $1,300,000.00 San Fernando 5 1 5,000 $ 267,000.00 N 398 S. Lemon Creek Dr., Suite E ■ Walnut, California 91789 ■ (909) 594-9702 (818) 331-8323 FAX (909) 594-2658 Along with the technical experience we are very sensitive to the political aspects of assessment districts. You will find our approach can minimize tumult among citizens. Our ability to not only recognize the reasons for rejection but overcome them with sound, rational reasoning that points to the benefits received plus the pure value of the service provided, has proven an invaluable asset to the cities we serve. It will be a pleasure to perform these services for you and we thank you for selecting RKA as your Assessment Engineer. If you have any questions regarding this proposal, please feel free to contact either Jack Istik or myself. Sincerely, Robert P. Morgenstern Assessment Engineer RPM/Vc:prop14:diarnond2.pro 3 398 S. Lemon Creek Dr., Suite E ■ Walnut, California 91789 ■ (909) 594-9702 (818) 331-8323 FAX (909) 594-2658 ASL Consulting Engineers PO Box 661780, Arcadia 91066 55 E. Hu rtington Drive, Suite 200 Arcadia, California 91006 818/447 4494 February 16, 1994 Mr. David Liu City of Diamond Bar 21660 East Copley Drive, Suite 196 Diamond Bar, CA 91765-4177 Reference: Proposal to Update City's Landscape Assessment Districts Dear David: to continue to prepare yearly Thank you for the opportunity to submit this proposal u dates for the City's three landscape Assessment Districts for the next three years. P our scope of services for this work will consist of the following: review the work to be completed with the City to 1, Conduct akick-off meeting and discuss any concerns or issues the City may have. 2. Perform research at the County Assessor's office to yearn information on parcel changes which have occurred in preceding Prepare resolutions initiating the proceedings and submit them to the City for 3' p review and approval- get 4. Prepare an Engineer's Report for each District, the gCity for reviewthe annual and provided by the City, and submit the rep approval. Prepare resolutions of intent and submit them to the City for review and 5. P approval. Update Assessment District database using the information obtained from the 6. P County Assessor's office on parcel changes. 7. Upon approval of the Engineer's Report, the City will hold a public hearing. If the fees for a District are increased, the aittyt nd these public hearings and d be required to hold two public hearings. ASL will be available to assist the City in making a presentation to the City Council and the public. marillo San Diego Ca Arcadia Palm Springs 805!388-2344 619/673-5505 Irvine 619/320 422D Fax 619;673-555f Corporate Dft CO 7099Fax 805/388-3082 818/447-4494 /aa 714'727 7097 ax 619x320 3580 Fax 818/447 4543 ASL Consulting Engineers Mr. David Liu City of Diamond Bar February 16, 1994 Page 2 completion of the public hearing, spread the assessments to each g, After com p riate. property, as appro P for review 9. Prepare final resolutions levying assessments and subm and approval upon come to City p completionofof the public hearing process. 10. Deliver direct assessment tapes to the County Assessor's Office. Following win is an outline of the steps to be followed in performing this work. Typical Diamond Bar Assessment District Schedule for review and 1 ASL to deliver sample resolutions initiating proceedings to City comment. 2. City to provide annual budget and comments on resolution format from City Attorney. 3, ASL to deliver draft copies of Engineer's Reports and final Resolutions Initiating Proceedings for all Districts. 4. City to provide comments on Engineer's Reports. 5. City Council to adopt Resolutions Initiating Proceedings. g. ASL to deliver final copies of Engineer's Reports and Resolutions of Intent for all Districts. Resolutions of Intent approving Engineer's Reports and 7, City Council to adopt setting the time and place for public hearings. g. City mails Public Hearing Notification to all property owners within Districts with rate increases. g. City holds public hearing (for Districts with rate increases only). ASL Consulting Engineers Mr. David Liu City of Diamond Bar February 16, 1994 Page 3 10. ASL to deliver final Resolutions Levying Assessments to City. City to publish notice of public hearing. 11. City holds public hearing (all districts) and City Council to adopt Resolutions Levying Assessments for all Districts. 12. ASL to deliver direct assessment tapes to the County. We will provide the services listed above on a time and materials basis for the not -to - exceed fees shown below. Invoices for fiscal year 1994/95 will be submitted monthly in accordance with the attached 1994 Hourly Charge Rate and Expense Reimbursement Schedule, Exhibit "A". Fiscal Year Fee 1994/95 ................. $11,800 1995/96 ................. $12,300 1996/97 ................. $12,800 It is our understanding that there is an area within the City that may be excluded from the assessment because it receives no benefit. This can be handled with a $0.00 assessment for those parcels and this work would be included in the fees listed above. If the City wishes to de -annex this area from the Assessment District altogether, this would require additional public hearings, preparation of new District maps, and other items of work. This would be considered as extra work to our scope listed above. Our project team for this assignment will be the same as last year. Mr. Brian A. Krcelic, P.E., will serve as Project Manager. He will be responsible for coordinating and overseeing the work, scheduling manpower, cost control, and quality assurance. Mr. Krcelic will also attend the public hearings as requested by the City. Mr. Larry Sunyich will be the Project Engineer and will be responsible for preparing the resolutions and Engineer's Report and updating the Assessment District database. ASL Consulting Engineers Mr. David Liu City of Diamond Bar February 16, 1994 Page 4 opportunity to assist the City of Diamond Bar in this Again, thank you for the opp completingthis project in a timely manner, and important work. We committed to with City staff. if you have any questions, want to continue working on this project please feel free to call us. Yours very truly, �e�Ll Brian A. Krcelic Transportation Division Manager BAK:pm P.010/8901 Attachment ASL Consulting Engineers EXHIBIT "A" 1994 CHARGE RATE AND EXPENSE REIMBURSEMENT SCHEDULE HOURLY $ 48.00 Engineer/Junior Draftsperson • • - • • • • • • • ' ' ' ' . • ' • • • . .. $ 58.00 Junior Eng .............. • ............. • • $ 62.00 Draftsperson ............ $ 67.00 Designer/Draftsperson . ,.. Designer ............................... $ 77.00 $ 67.00 Senior Designer • . • • . • • . • • . • ........ " " .. $ 74.00 Engineer l .................. $ 80.00 Engineer 11 $ 88.00 Engineer 111 .............. $ 98.00 Senior Engineer .................. . $110.00 Project Engineer/ Project Coordinator $120.00 Managing Engineer/ Project Manager . ... . Mana er Sr. Managing Engineer/Sr. Project 9 . • • • , • . . $130.00 Principal ............... ....................... $ 60.00 CAD Operator ........... • $ 56.00 Senior Construction Inspector ........ ion inspector .. $ 42.00 Construct• p ..... ..................... • $ 34.00 Word Processor ................................................ $ 95.00 Technician$ 95.00 Senior Planner ..... • • • • • .....• • • $147.00 Chief of Surveys .... • • • ..... ............... Two -Man Surrey Party .. ......... $ 87.00 Three -Man Survey Party . • • • • • • • . ' ' ..... ...... $105.00 Survey Travel Time (Two-man) ... • ... . Survey Travel Time (Three-man) . printing and any other services performed by Reproduction, special photography, subcontractor, will be billed at cost plus 15%. House Costs: Reimbursable In- ....................... • $ 0.25/Each Photo Copies .......... • ' $ 0.35/S.F. ... ................ At Cost Postage, Delivery Service, Blueprints .......... • Express Mail ................. • At Cost Out of Area Telephone Calls $25.00/Hour Computer Time .••••••••••"" between engineer's office and project site and/or client offices, will bet Vehicle Mileage, mile. be billed at $0.35 per Court Appearances, Expert Witness Testimony, ' '$240.00* Depositions, and Preparation for Testimony • • • • • • • • • • ' ' • *Minimum $960.00 for half day plus expenses. • All rates are effective to January 1, '1995• There will boelaa negotiate gotary d' increase NOTE. o per year, for contracts extending bey in rates, 5 /o minimum p Y 1/94 REPLY TO OFFICE�ttQ IU CAPITO, ROOM 3082 STATE CAPITOL SACRAMENTO 95814 445.7807 TELEPHONE: (916) LEROY F GREENE MEMBER OFr_AUFORNIA LEGISLATURE �h a o.�• SIXTH SENATE DISTRICT, SACRAMENTO COUNTY C3 DISTRICT OFFICE .40'' 5925 FAIR OAKS BLVD. CARMICHAEL95608 MAJORITY CAUCUS, VICE-CHAIRMAN TELEPHONE: (916) 481.8540 December 12, 1989 COMMITTEES HOUSING & URBAN AFFAIRS CHAIRMAN BANKING & COMMERCE BUSINESS & PROFESSIONS ENERGY 6 PUBLIC UTILITIES TRANSPORTATION INDUSTRIAL RELATIONS SUBCOMMITTEE ON WOMEN IN THE WORKFORCE CHAIRMAN MEMBER: ALLOCATION BOARD Re: Enactment of Senate Bill 419 Mandates qualifications -based procurement by local agencies for professional services. to public contracts, mandates local relating SB 419, engineering, land agencies to select private architectural, surveying and construction managementhfirmsbilbased was on gned on qualifications instead of bidding. September 6, 1989 - SB 419 clarifies an earlier law (SB 2034) by clearly agencies are required to procure professional stating that local ag competence and services on the basis of demonstrated qualifications. This requirement long has been official public policy in 419) which extends that policy state contracts. The new law ( SB y 1, 1990. to local agencies, becomes effective Januar Very truly yours, •i LEROY F./ GREENE LFG:gi Attachments: Copy of SB 419.1989 Legislative Counsel's Opinion dated October 30, cucaaFR _ IF YOU ARE To BE PROPERLY REPRESENTED, YOUR VIEWS MUST BE KNOWN" -- Senate Bill No. 419 CHAF= 293 An act to amend Section 4526 of the Government Code, relating to public contracts. [APP�'ed by Gweraw Se�ber ber 6.901-)1 with Secretary of State LEGISLATIVE .COUNSEL -S DIGEST SB 419,1.. Greene. Public contracts: service'. other provision of Existing law provides that, notwithstan lie y' of the State of law, it shall be considered to be the Pub policy that selection by a California Sad any political subdivisither ,,ccs private state or loaf agency head for professional or construction project architectursl, engineering• land surveying. or construction u competence management firs sha11 be on the basis of nay for the competence and on the pts 9i� ce of the services required en heads Ibis b0l. instead. would reroftssicxWquire both state and locale bicy Weald servgces on that basis. to select certain t is declaratory of egg law. The im peon Of a also declare t on local agencies would this new requir�n stamb�rse local ffloW program the state riM for certain cosh datedr sbat agencies and schoo establish procedures for maldng that statutory pa including the creation of a State Mandates Clairns reuOW Fund to pay the costs of mandates which d hose ot statewidexceed e statewide and other procedures for claims exceed $1,000,000• provide � the Comunissioit on State Mandates This bill -would p n�siO ed by the state, determine that the bill contains to those p rt for those costs shall be made pursuant tatutory procedures and, if the statewide cost does not exceed s tatu'000, shall be made from the State Mandates Claims Fund. 7be people of the State of California do enact as foll0ws: SECTION I. Section 4526 of the Government Code is amended to read: other provision of law, selection by a 4526. Notwithstanding any P private state or local agency lead for Professional construction of project architectural, engineersng, land surveying, uuanagement firms shall be on the basis of demonstratedfrh rompfactor and on the professional qualmtions no for the satisfactory performance of the services required. In order to implement this Ch. 293 —2— method 2_ method of selection, state agency heads contracting for private architectural, Professional engineering, land surveying, and construction project management services shall adopt by regulation. and local agency bead: eonbsedng for private architectural, professional engkerinL land surveying, and mustruction project rnanagemmt service: may adopt by ordinance, procedures that assure that theme services are engaged on the basis of demonstrated competeaoe sad 9ua1iiicadom for the types of services to be performed and at fair and reasonable prices to the public agencies. FVrthermore, these procedures shall same maximum participation of small business firms, as defined by the Director of General Services pursuant to Section 14837. SEC;. 2 The amendment made to Section 4526 of the Government Code by Section 1 of this act does not constitute a change in, but is declaratory of, the existing law. SEC. 3 Notwithstanding Section 17610 of the Government Code, if the Commission on State Mandates determines that this act contains coats mandated by the state, redmbuzaememt to local agencies and school districts for those costs shall be made pursuant to Part 7 (commencing with SectiOn 17300) of Division 4 of Title 2 Of the Government Code. If the statewide east of the claim for reimbursement does not ezfleeed one million dollars ($1,000.000). retimbtusement shall be made from the State Mandates Claims Fund. Notwithstanding Section 175M of the Government Code, unless otherwise spedfied in this act, the provisions of this act shall become operative on the same date that the act takes effect pursuant to the California Constitution. J� L AAI. -WK . �L.SAAWW" M.^ -- Am K L.a•w JP+. T. /ti ea/c OAvvb a JOw A Corot G D&NIM O►Jt11.O• ft...CUMM O�wT Awter p twe.a 4.t..... 0. �' J.. T.ACt O. 4waa • MA/ IUMIM sk" a.MesAL 00.4"" 1011 INAT14T� CARIOL /ACAAOIN"T , CA 4"11 0144 640-OWT 0011 STAR a.aJI.0 SW GOAN ONDAp.AT LN AAra11." own also Soo al4o 70WIQS . /10.174•4711 `�e�isltttit�E �.aunsel Honorable Leroy F. Greene 3082 State Capitol of &Iffornia BION M. GREGORY October 30, 1989 Sacramento, California .t Public Contracts: Professional Services - #24043 Dear Senator Greene: ..a..... C— IL o....... C- .._.. Joe J. ATW A.wLA. L Wtio 4as.J. 4A, ...•_. uo. c.Q.T._.. on" 4. C ALA J.Pr.tT A. Odra CLMV43M J. OewTn ^YCY i .{rws� i DtiA.. LA..Ne¢4 J. OLRAM 4+4hweM RI Moa Jo -ft Poodarm MANWT L Po.T01 CZAT PALM AL..I IX Owens SALMOV i NYI TOGO"" IL Mases 4.OUa J. ra4.eTT.� L. OOu ku" IOb.aT S. LTirt 1O!' hero. s— COMMA L W AOR.JLO L LC.Q rat i L011t AMReMT P. MAA06AZ JAW A. b&*JLesrs PV AMCU.CO A. KAArnk 00momw L MaAAn JOHN A. MOA Vwue L. Ckjvww /M.nt L. ►A.'t OCNAML L 4.Lo..o MAOW 4ww tweJJ.r t STAMM Me+AML 1L 11.eow a.eKma S. Vnn..oma 04.41 A. VrOrn.AM 7forA. 0. WOMI AM JAMA T. TWeTeAoK Dun" L sneer CA...+eP"M sw" OWTiA After January 1, 1990, under Chapter 10 (commencing with Section 4525) of Division 5 of Title 1 of the Government Code, will local agencies be required, or merely -permitted, to select the applicable professional services on the basis of demonstrated competence and professional qualification? After January 1, 1990, under Chapter 10 (commencing with Section 4525) of Division 5 of Title 1 of the Government Code, local agencies will be required to select the applicable professional services on the basis of demonstrated competence and professional qualification. Chapter 10 (commencing with Section 4525) of Division 5 of Title 1 of the Government Codel contains provisions relating to contracts by state and local agency heads for private architectural, engineering, land surveying, and construction project- management services. Section 4526 was amended by 1 All statutory references are to the Government Code. gonorable Leroy F. Greene - p- 2.-.24043 Statutes of 1989, Which will take effect That Chapter 293 of the St Art. IV, Cal. Const.)- January 1, 1990 (subd. (c), Sec. 8, section provides as follows: provision of • " Notwa state or ithstanding any other p h� for 4526. toc l �gD�' law, selection by private architectural, professional services isurveying, or construction engineering, a be on the basis•of project management firms professional demonstrated competence and on e satisfactory qualifications necessary for fired. Zn order to performance of the se o�cselection, state agency implement this method private architectural, heads contracting land surveying, and hepifads ssional engineering, eaaent serviceessh ll construction project a d 1.4�Y adopt by regulation, rofessional contracting for private archiana construct engineering, land survey es adopt by ordinance, project management Bezyices �Yir 'es are procedures that assure f demostrat competence and engaged on the bas s of service s to the qualifications for the type performed and at fair and reasonable P public agencies. ,.rthermore; these procedures shall assure maximum participation of small business firms, as e rvices defined by the Director of "Ge (Emphasis added.) pursuant to Section 14837."Ge local agency This section provides that selection by on the basis of ecif Jed professional services ification, and that head for sP etenCe and professional procedures to assure demonstrated comp adopt by ordinance p local agency heads r a ed on this basis. that these services are engaged construction is that and the A fundamental tenet of ve meant r....�e,•ti es Le islatura is presumed to ha ante _t aMA aid, word the g of the language governs155) . Use of the plain meaning ce1u__ndo, 19 Cal. 3d 152, construction ID.c- v• � St Z enerally imports a mandat3d 937)• The "shall" in a statute gen 163 Cal. APP Rim �� oto ed �" " is a grant of discretion (In ordinary. import of may 21 Cal. 3d 349) Honorable Leroy F-. Greene. p• 3-- #24043 Section 4526 will require local agency heads to Thus, the basis of demonstrated select certain professional services on t but permits, rather than competence and professihe heads adopt by ordinance procedures to requireS, local agency ed. In other words, local assure that these obtain pr fessione 60 alaservices on the bassis they agency heads must otence and professional qualification, but demonstrated comp procedures,, including the enactment of an may utilize any P ordinance, to achieve this result. Provision stated, in Moreover, the prior version of this pertinent part, as follows: "4526. Notwithstanding any other provision of Public policy law, it shall be considered to be theis of the State of California and any Politick' a state or subdivision thereof that selection by local agexvices of ncy head for professions land surveying, or private architect, engineerinfirms shall be on construction project management the basis of demons ntrated ecessary for thetence and on e professional qualificationsfired. satisfactory performance of the services required. lic policy is merely indicative of declaration of Pub a ression of legislative legislative intent and, in general, an XP ally binding effect and thus is merely intent does not have'a leg 114 Cal. 571 584). discretionary (see IS3i11An r• to Therefore, in accordance with this ermitted, version tonotf required, Section 4526, local agencies were Pe contracts for specified professional se vesonhe= ther basis o let competence and professional qualifications demonstrated comp . than on the basis of competitive bidding- Chapter 293 of the Statutes f1989 amend lause referring to the 4526 by,ed Section adding among other things, deleting the ethe first sentence of public policy ofthe state and ositive law imposing Section 4526 which is a statement of p mandatory action. It is a tenet of statutory construction that it is intended to change a law in all presumed that a legislative body ,lan those. particulars concern which it made a change in, language P 130 Cal. APP 3d 839, a e amending the lane 4 (�•r• v • w��� �at$the f gislature, by local agency heads Therefore. competence of Section 4526, intended to al services on the basiscofo demonstrated comp for profession Honorable Leroy F. Greene - p• 4 - 124043 rofessional qualifications mandatory rather than and p ' discretionary- the fact that chapter This conclusion is supported by tatues of 1989 vas designatr aireme t on local ed S• 293 of the S because it imposed a ner Qu local pram and to the selection of professional service r am is also. 419) , agencies with req the bill (S.B• The designation as a state-mas regarding g consistent vith committee reportd local government wt specif scally state that " n professional services aand gencies the option of selecting his.bill imposes a statebruar te, on eo feria, based in Part on oor analyses of SIB. 419 , February ' oca prO4iam (see Sena e • 1989, 1989-90 Req. Sess.) 1989, and June 14. it isiour Accordingly, based on the above discussion,? it 1* 1990, under Chap agencies will Opinion that after January local with Section 4525) of Division 5 of Title s alification. select the aPPli�le professional services on the be required to stance and professional Qu r basis of demonstrated comp vezY truly yours, Bion M. Gregory Legislative Counsel By Debra J. Zidich Deputy Legislative Counsel DJZ: jdg ''MINI BROOKS ACT" (Qualifications Based Selection) 1/1990 ;;OVERNMENT CODE CHAPTER 10. CONTRACTS WITH PRIVATE ARCHITECTS, ENGINEERING, ' • - LAND. ND CONS SURVEYING ATRUCTION PROJECT MANAGEMENT FIRM eclion 529.5. Construction project management services; evidence of expertise and experience. Heading of Chapter 10 was amended by Stats. 1983, c. 469. 4 acid by a$ta o tracts c. with Private Architects, Engineering, and Land Surveying frr►��' § I to read as it now appears. :rosy References Clean water Grant Fund, remedial actions, exemption, ac Health and Safety Code 5 4030.7• 1 1525. Definitions For purposes of this chapter, the following terms have the following meanings: on, or er al ersh (a) "Firm" means any individual,profession oftarchitecturepe gift er ng, envi�n►nentahl services, land permitted by law to practice the p i surveying, or construction project management (b) "State agency head" means the secretary, administrator, or head of a department, agency, or -authorized ' ' ' to contract for architectural, engineering,. bureau of the State of California environmental ,e=tat, land surveying, and construction project management services. (c) "Local agency head" means the secretary, administrator, or head of a department, agency, or district which bureau of any city, county, city and county, . whether neerin geenvironmentall law or hla eddrsurveyiinor g, and onstruc- is authorized to contract for architectural, ens g, tion project management services. (d) "Architectural, engineering, environ e hronmentalland eorn and surveying nature g. -services" includes oas wellas sional services of an architectural, englneenng, incidental services that members of these professions s in�iose in their employ may logically or justifiably perform. (e) "Construction project management" means those services provided by a licensed architect, management a ;gem engineer, atndesupervision of work performed on state construction projects. Section 4629.5 for manes ___;..',used in connection with Project develop mens and ermlt rocessin in order to coin ^•• 2, Stats 1988, c. 1016, § 1; Stats.1989, c. (Amended by Stats -1983, c. 469, § 2; Stats.1987, c. 698, § 2, eff. Oct, 2, 1989, 695 § 1; Stats•1989, c. 1412, § 1, eff. Oct. 2, 1989; Stats.1989, c. 1412, § operative Jan. 1, 1990,) ft latlons References Historical Note 1989 I,egiAstin^c• 1412, the t4,Jcr the provisions of § 9 of Suts.1989I t•,S9 anseIn sing sof postedsecin the form set forth 1412 were 5 2 of ,•,vert enc,;t and incorporated c 1412, to be operative on the operative date of c' hof Suu. 1 191)0), An amendment of this section by 5 1989, C. 1412, was operative until Jan. 1, 199() under the .,,ovisions of § 9 of that Act, 2 or Stats.1989, c. 695, Amendment of this section by § ,Jed to lxeome operative under the provisions of § 3 of ,1,3t Act, C""' u,•terenres haurdous sub- 1:,nrrgen:y removal or remedial actions, ,,,cess cvmption from this chapter, ace Health and Safety Code of cgu Department of water resources, provisions, see 13 Cal. Code of Kegs. 392 et scq• Selection process for private architectural and engineering firms, ace 21 Cal. Code of It 1301 et seq. Notes of Decisions § 4526. Selection of professional services"firins; adoption of procedures Notwithstanding any other provision of law, ' ' ' selection by a state or local agent} head for professional services of private architectural, engineering, environmental land sury c'e a , or Cot)- professional of the services required. struction project management firma shall be on the basis o emonstrated competence and on tl�c professional qualifications necessary for the satisfactory. P and construction project P • ' In order to im lement this me eof selection nvtronmenta ala d surveying ds contracting for private architecture , pro carie;; engineering, ;tion an ocat a enc heads contractin forprivate management services shall adopt by regu architectural rofeasional en 'neerin environments an surve to an construction ro ect o t o mance prose urea at assure that these services arc mans ement serv►ces ma competence and qualifications for the types of services to b crises on a iso emonatra of small business firms, as defined by the Director of General performed and at fair and reasonable prices to the public agencies. Furthermore, these prose care. shall assure maximum participation . Services pursuant to Section 1483?. . .. ....,>,;h;c nracticea which might result in unla��fu I. in general Gov.c. 5 4525 et seq., relating to the selection of uchi- teetural and engineering firms, s inapplicable able to local 9. agency such as counties. 62 Op •Alt y seetto1 WEIR would read est wtvae■�� --- - - 3; Stats 1988, C. 1016, § 2i c. 469, § 3; Stata.1987, c. 698, § 4, eff (Amended St Stats.g, o- 3. eff. Oct. 2, 1989; Stats,1989, c. 1412, § 293, § 1; Stata.1989, G 1412, § Stats.1989, c Oct. 2, 1959, operative Jan, 1, 1990.) Hbtodeal Note 1989, e. 1412, was operative until Jan. I, 1990 under the provisions of 1 10 of that Act. 1969 LegiS►atlonrovides. Under the provisions of § 10 of Suts.1989, e. 1412, the Section 2 of Stau.1989, c. 291, p 1989 amendments of this section by a 293 and e. 1412 were ..Tic amendment made to Section 451(, of the Govcn • given effect and incorporated in the form set forth in 5 4 of merit Code by Section 1 of this act dues not constiiutc operative on the operative date of e. 293 pan. ry the existing 13 C. 1412 to be ope 3 of Stats. change In, but is declarato of, I, 1990). An amendment of this section by 5 § of qualifications and performance data; announcement of 4627. Annual statements pn,jecU In the procurement of architectural,'engilleering, environmental land surveying, and construction project management services, the state agency h shall encourage firms engaged in the lawful practice of their profession to submit annually a atatement of qualifications and performance data. (a) proj,; requiring When the selection is by a stats agency head, statewide announcement of aemanagemel t architectural, engineering, environmental land surveying, or construction project e agency head through pubhcations of the respective professional services shall be made by rforntance data on file with the agency, together with, those that m:iy t t societies. The agency head, for each proposed project, shell evaluate current statements u• qualifications and pe projects and shall conduct disussions with no less submitted by other firms regarding the proposed than three firms regarding anticipated concepts and the relative utility of alternative methods of approach for furnishing the required services and then shall select therefrom, in order of preference, based upon criteria established n provide thea him 01, her,. no less than three of the firms deemed to be the most highly q asterisks Additions In text are Indicated by underline; deletions by AGENDA ITEM NO. 6.1 NO DOCUMENTATION AVAILABLE AaENDA ITEM NO. 6.2 DOCUMENTATION UNAVAILABLE UNTIL MONDAY, MUCH 21, 1994 TO: FROM: SUBJECT: DATE: ISSUE: INTEROFFICE MBMORMDUK CITY OF DIAMOND BAR Terrence L. Belanger, City Manager Frank M. Usher, Assistant City Manager roval of and continued action regarding a Conceptual app Attraction, and Development Program Business Retention, March 23, 1994 Conceptual approval Business ementland the imp RECOMMENDATION: of and continued action regarding a Attraction, and Development Program for iness in Diamond Bar. promotion of bus It is recommended that the approval to an outline and and Retention, Attraction, improvement and promotion City Council action plan Development of business give conceptual for a Business Program for n Diamond Bar. BACKGROUND: Cit Council session of interest by y and interested There has been exp representatives, anticipate Members, Chrmbnr in Diof ammondeBar to develop and participate Program. business p Attraction and Development P of in a Business Retention, ment Committee, provide The Council's Economic Develstaff have met to Commerce officers, and City oal to respond to direction for this process. It to assist in business local business retention needs, attraction efforts, to assist and facilitate ort and ess development, and to provide technical supe de the assistance. Participants will inland local hbusiness commerCe, the City of Diamond Bar, leaders. other. participants to be Southern California Gas CO., Southern California Edison, General Telephone, and local educational institutions Activity areas will include: Retention, Attraction, and Technical Assistance. In the Retention Development, articipating organizations will effort, teams from the p and property visit with local sWeeare Merest d inithei swell -being, owners to show thatthem be more successful - and to ask what we can a do to help process for streamlining• i e will We will review our p al with the Chamber in development willaworklwithleach d work wi on program business Welcome Wag P went of promotional events. business center in the development We will maintain open we will prepare useful marketing In the Attraction effort, types le businesses needeewill materialsin . We will identifSeservices or products)- 'We the the City (gaps in existing We will comp ate in focused advertising. rat W with the Chamber. particip n in coop in contacting and marketing brochure begu brokerage community We will work wh thebusinesses. meeting with potential we will investigate activation °f roviding In Development, the feasibility of p Redevelopment Agency to study and to study and other redevelopment establishment. We will financingwent appropriate areas for project investigate establishmentWeeslndWetwill.alsolneed to Authority for financing p ity consensus. adopt a General Plan which has commun In Technical Assistance, We will provide information about local financing incentives. We will facilitate ation of information from hCalifornia providingTrade and dissemin We will participate Commerce Agencies* overnmental anticipate with the Chamber in Providing information from the utilities and other entities. We will participate small business education opp in connection Recordkeeping by the Chamber will be necessary to erative effort. ur ose with this coop computer to the Chamber for this p P provide generaltC amber operations. and for 9 No mid -year Change in the budget will be necessary to objectives prior to June 30, achieve the necessary will be included in the 1994. Additioafo funding year 1994-95. proposed budget Prepared by: .. � �A��T FOR XRNrrEL, FT Next Resolution No. 94-16 Next Ordinance No. 02(1994) 1. CLOSED SESSION: 6:00 P.M. May convene to consider: Matters of pending Litigation (G.C. 54956.9) Diamond Bar Associates v. City 2. CALL TO ORDER: 7:00 P.M. PLEDGE OF ALLEGIANCE: Mayor Werner ROLL CALL: Council Members Ansari, Papen, Miller, Mayor Pro Tem Harmony, Mayor Werner 3. PUBLIC COMMENTS: "Public Comments" is the time reserved on each regular meeting agenda to provide an opportunity for members of the public to directly address the Council on Consent Calendar items or matters of interest to the public that are not already scheduled for consideration on this agenda. Please comnieta a _____ 4. COUNCIL COMMENTS: Items raised by individual Council - members are for Council discussion. Direction may be given at this meeting or the item may be scheduled for action at a future meeting. 5. SCHEDULE OF FUTURE EVENTS: 5.1 Parks & Recreation Commission - March 24, 1994 - 7:00 P.M., Heritage Park Community Center, 2900 S. Brea Canyon Rd. 5.2 Hazardous Waste Round -up - March 26, 1994 - 9:00 a.m. - 3:00 P.M., Gateway Corporate Center, 1300 Block of Bridge Gate Drive. 5.3 Planning Commission - March 28, 1994 - 7:00 p.m., AQMD Auditorium, 21865 E. Copley Dr. 5.4 General Plan Advisory Committee - March 29, 1994 - 7:00 P.M., Heritage Park Community Center, 2900 S. Brea Canyon Rd. 5.5 City Council Meeting - April 5, 1994 - 7:00 p.m., AQMD Auditorium, 21865 E. Copley Dr. 1 MARCH 23, 1994 PAGE 2 6, OLD BIISINESS: COMMITTEE MEMBERSHIP AND VOTING GENERAL PLAN ADVISORY RIGHTS - Continued from March 15, Requested by M/Werner PING ENGINEERING ASSESSMENT SERVICES CONTRACT FOR Ca tinuedAfrom "6ZASSESSMENT DISTRICT NO. 38, 39 AND 41 1994 - The City has an annual program for the March public improvements by special assessments maintennaa nce of p ' Landscaping Assessment upon lands within the City's To accomplish the work, it District No. 38, 39 and 41• alified is necessary to secure the services of a qu engineering firm. Staff has received and evaluated seven (7) proposals for such services. Recommended Action: Documentation unavailable until Monday, March 21, 1994. Requested by City Engineer 6.3 BUSINESS RETENTION, ATTRACTION & DEVELOPMENT PROGRAM Conceptual approval of and continued action mreeegardinr n, and Develop am Business Retention, Attraction, for the improvement and promotion of business in the City. Continued from March 15, 1994 - Recommended Action: It is recommended that the City Council give conceptual approval to an outline and action Business Retention, Attraction, plan for a improvement and promotion of Development Program for imp business in the City. Requested by Asst. City Manager 6.4 MID -YEAR BUDGET ADJUSTMENTS - The City Council adopteon d the FY 1993-94 Municipal Budget, on June 15, 199u et the City Council approved Budget November 16, 1993, 1894. Amendment No. 1. Continued from March 15, It is recommended he City Recommended Action: ento da t the FY1993-94 Council approve Amendment No Municipal Budget. Requested by: City Manager 7, ANNOUNCEMENTS: 8. ADJOURNMENT: 2